Mike Sbrocco
Senior Vice President
Based in our San Rafael office, Mike serves as a...
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
Advisor Associate
Garrett is an advisor associate in the firm’s Potomac, MD...
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
Advisor Associate
Lindsey serves as an advisor associate in our Madison, WI...
Kevin Smith, CFP®
Senior Vice President
Kevin Smith joined the firm in 2018 and has over...
Karen Smith
Vice President, Legal & Compliance
Karen joined the firm in 2018, bringing with her more...
Luke Smith, CFP®, AIF®
Assistant 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...
Callie Smothers
Office Coordinator
Callie is an Office Coordinator based in our Seattle office,...
