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Our People

Shawn Smith
Shawn Smith

Client Service Associate

Lily Smith
Lily Smith

Advisor Associate

Kevin Smith, CFP®
Kevin Smith, CFP®

Senior Vice President

Luke Smith, CFP®, AIF®
Luke Smith, CFP®, AIF®

Vice President

Karen Smith, J.D., IACCP®
Karen Smith, J.D., IACCP®

Senior Vice President, Legal & Compliance

Callie Smothers
Callie Smothers

Office Coordinator

Benjamin Snediker
Benjamin Snediker

Advisor Associate

Gary Sobelman
Gary Sobelman

Managing Director

Nataly Sogoloff
Nataly Sogoloff

Chief People Officer

Troy Solland
Troy Solland

Vice President, Advisory Technology

Howard Sontag
Howard Sontag

Managing Director

Eric Sontag, CFA®
Eric Sontag, CFA®

President

Carter Spicer
Carter Spicer

Client Service Associate

Mary Stammers, FPQP™
Mary Stammers, FPQP™

Senior Client Service Associate

Martha Staniford
Martha Staniford

Managing Director

Taylor Stathis, CFP®
Taylor Stathis, CFP®

Senior Vice President