Our People

Maddy Bowles, CFP®

Assistant Vice President

Maddy serves as an Assistant Vice President and advisor in...

Petra Braaksma

Senior Client Service Specialist

Petra Braaksma is a Senior Client Service Specialist based in...

Kevin Brady, CFP®

Vice President

As a Financial Advisor in our New York Office, Kevin...

Kerry Bragg

Assistant Vice President, Client Operations

Kerry started her career at predecessor firm GM Advisory Group...

Steve Branton, CFP®, CPCC®

Senior Vice President

Steve’s mission is to serve clients as their key thought...

Briara Braun

Legal & Compliance Associate

Based in our Milwaukee, WI office, Briara serves as an...

Joshua Braunschweig

Accounting Manager

Josh is an accounting manager on our billing team, and...

Steven Broadhead

Senior Associate, Client Operations

Steve joined the firm in 2017 and serves as an...

Scott Brody

Senior Vice President

Scott has been with the firm and its predecessors since...

Michael Bueti, CFP®

Assistant Vice President

Michael serves as a primary point of contact and trusted...

Alexandra Burkard

Senior Advisor Associate

As a Senior Advisor Associate, Alex works closely with advisors...

John R. Burns, J.D.

Senior Advisor Associate

John is a Senior Advisor Associate in the firm’s New...

Nick Bussard, CFP®

Senior Advisor Associate

Nick Bussard is a Senior Advisor Associate based in the...

Olivia Cacciatore, IACCP®

Associate, Compliance

Based in our NYC office, Olivia serves as a Compliance...

Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®

Managing Director

Amanda has been in the financial services industry since 2010...

Besa Capri

Senior Client Service Associate

Besa is a Senior Client Service Associate in our New...