Lisa joined the Seattle team as an Assistant Vice President...
Rachel joined the firm in 2016 and is a Senior...
Wes serves as a Senior Client Operations Associate in the...
Jim joined the firm as a Managing Director and Advisor...
Kirstin joined predecessor firm Sage Financial Advisors in 2003 as...
Julie joined the team through the acquisition of ACG Wealth...
Rob joined the team in 2022 with three decades of...
Rachel joined the firm in June 2015. As a Senior...
Annie is a Client Service Associate in the firm’s Potomac,...
Casey serves as an Assistant Vice President and Advisor in...
Gail serves as an advisor, working with clients to develop,...
Razi is a financial advisor and the office lead in...
Tierney Henderson is a Senior Advisor Associate based in our...
Sean is a Client Service Specialist based in the San...
Trent is an advisor associate in our Salisbury, MD office,...
Connor joined the firm in 2014 and serves as an...