
Anthony AiazziPartnerCPA, CFA, CFP®

Patrick AkinsPartnerCFP®

Meghan AlbrechtClient Service Manager

Tudor AlexandreanuClient Service Manager

Jacob AllamanSenior AdvisorCFP®

Jerrod AndersonAdvisorCFP®, CFA

Jenna AndrawosClient Service Manager

Brigid AndrewsSenior Client Service ManagerCFP®

Katie AngelbeckSenior Client Service Manager

Jack ArmstrongAdvisorCFP®

Kristy AshworthAdvisor

George AstudilloSenior Client Service Manager

Holly AusmusSenior Client Service Manager

Catherine AveryClient Service Manager

Kenzie AyalaSenior Family Office Associate

Brennan BaileyFamily Office AdvisorCPA, MBA, CFP®

Nicole BaileyPartnerCFP®, MAcc

Michael BallClient Service Manager

Johannah BangertOperations Manager

Charles BasileClient Service Manager

Kate BauerClient Service Manager

Lauren BeachClient Service Administrator

Ashley BeardenClient Service ManagerFPQP®

Michelle BeattieDirector of OperationsCPA
