Our People

Marie Santangelo

Assistant Vice President, Client Operations

Marie is an Assistant Vice President on our Client Operations...

Mike Sbrocco

Managing Director, West Region Leader

Based in our San Rafael office, Mike serves as the...

Katharine Schelhorn, CFP®

Vice President

Katharine joined the firm’s Reston, VA office in 2020 after...

Sheila Schroeder

Consultant, Regional Head of Business Development

Sheila Schroeder is a business development consultant and heads business...

Bill Schwartz, CPA, CFP®

Managing Director

Mr. Schwartz is a Managing Director in the Potomac, MD...

Jake Scott

Senior Advisor Associate

Jake joined the team through the acquisition of ACG Wealth...

Garrett Scranton, CFP®

Senior Advisor Associate

Garrett is a senior advisor associate in the firm’s Potomac,...

Dave Scuitto

Senior Client Service Specialist

Dave Scuitto is a Senior Client Service Specialist based in...

Joshua Shoshan, CFP®, APMA™, CEPA

Senior Vice President

Josh is an Advisor in our New York office, where...

Samrat Singh

Senior Advisor Associate

Sam is a Senior Advisor Associate based in our New...

Lindsey Slaby

Senior Advisor Associate

Lindsey serves as a senior advisor associate in our Madison,...

Kevin Smith, CFP®

Senior Vice President

Kevin Smith joined the firm in 2018 and has over...

Karen Smith

Senior Vice President, Legal & Compliance

Karen joined the firm in 2018, bringing with her more...

Luke Smith, CFP®, AIF®

Vice President

Luke is a CFP® professional and Advisor in our Salisbury,...

Shawn Smith

Associate, Client Operations

Shawn is an associate on our Client Operations team, supporting...

Carter Smith

M&A Analyst

Based in the firm’s Milwaukee office, Carter serves as an...