Mr. Schwartz is a Managing Director in the Potomac, MD...
Jake joined the team through the acquisition of ACG Wealth...
Garrett is a senior advisor associate in the firm’s Potomac,...
Dave Scuitto is a Senior Client Service Specialist based in...
Josh is an Advisor in our New York office, where...
Sam is a Senior Advisor Associate based in our New...
Lindsey serves as a senior advisor associate in our Madison,...
Kevin Smith joined the firm in 2018 and has over...
Karen joined the firm in 2018, bringing with her more...
Luke is a CFP® professional and Advisor in our Salisbury,...
Shawn is an associate on our Client Operations team, supporting...
Based in the firm’s Milwaukee office, Carter serves as an...
Callie is an Office Coordinator based in our Seattle office,...
Gary joined the firm in 2015 and is based in...
Nataly is an accomplished senior human resources leader with a...
Eric Sontag is the President and Chief Operating Officer of...