Our advisors

Anna Simpson

BFA, CRPC

Client Support Associate

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Armel Alagbo

BFA, CRPC, AWMA℠

Client Support Associate

Experienced Client Support Associate
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Caitlin Herbert

Client Support Associate

Lead Client Support Associate
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Dennis Sseruwooza

Client Support Associate

Experienced Client Support Associate
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Franklin Tomczik

Client Relationship Manager

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Jack Levin

Client Relationship Manager

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John O'Keefe

CFP®

Manager AAC

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Levi Eugene Klein

Client Support Associate

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Luke Holmen

Client Support Associate

Experienced Client Support Associate
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Massimo Lonetti

CRPC

Client Relationship Manager

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Stephanie Taddey

Client Support Associate

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Thomas Lavin

CRPC

Client Support Associate

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