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
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...
Callie Smothers
Office Coordinator
Callie is an Office Coordinator based in our Seattle office,...
