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Our People

Alexander Bolt, CPA
Alexander Bolt, CPA

Family Office Accountant

Michael Bongiorno, FPQP™
Michael Bongiorno, FPQP™

Senior Advisor Associate

Molly Bowe
Molly Bowe

Advisor Associate

Petra Braaksma
Petra Braaksma

Assistant Vice President, Client Service Manager

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 Service Manager

Scott Brody
Scott Brody

Senior Vice President

John Burns, J.D., CFP®
John Burns, J.D., CFP®

Senior Advisor Associate

Nick Bussard, CFP®
Nick Bussard, CFP®

Senior Advisor Associate