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Our People

Petra Braaksma
Petra Braaksma

Senior Client Service Specialist

Kevin Brady, CFP®
Kevin Brady, CFP®

Senior Vice President

Kerry Bragg
Kerry Bragg

Assistant Vice President, Client Service

Briara Braun
Briara Braun

Senior Associate, Legal & Compliance

Joshua Braunschweig
Joshua Braunschweig

Accounting Manager

Steven Broadhead
Steven Broadhead

Vice President, Client Operations

Scott Brody
Scott Brody

Senior Vice President

Michael Bueno
Michael Bueno

Client Service Associate

Michael  Bueti, CFP®
Michael Bueti, CFP®

Assistant Vice President

John Burns, J.D.
John Burns, J.D.

Senior Advisor Associate

Nick Bussard, CFP®
Nick Bussard, CFP®

Senior Advisor Associate

Besa Capri
Besa Capri

Senior Client Service Associate