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Form CRS Disclosures Client Login

Our People

Tom Sand
Tom Sand

Associate, Finance

Marie Santangelo
Marie Santangelo

Vice President, Client Service Manager

Michael J. Santo
Michael J. Santo

Managing Director

Mike Sbrocco
Mike Sbrocco

Managing Director, West Region Leader

Jonah Schachtel
Jonah Schachtel

Client Service Associate

Katharine Schelhorn, CFP®
Katharine Schelhorn, CFP®

Senior Vice President

Karenna Schneider
Karenna Schneider

Client Service Associate

Sheila Schroeder
Sheila Schroeder

Consultant, Regional Head of Business Development

Jake Scott, CFP®
Jake Scott, CFP®

Assistant Vice President

Garrett Scranton, CFP®
Garrett Scranton, CFP®

Senior Advisor Associate

Dave Scuitto
Dave Scuitto

Senior Client Service Associate

Lilli Seidman
Lilli Seidman

Advisor Associate

Stephanie Selbach, CFP®, ChSNC®
Stephanie Selbach, CFP®, ChSNC®

Assistant Vice President

Natalie Sequeira
Natalie Sequeira

Senior Associate, Data Operations