Our People

Josh Goldsmith, CPA

Vice President, Head of Family Office Accounting

Josh brings over a decade of experience specializing in income...

Catherine Gomez

Client Service Associate

Catherine serves as a Client Service Associate in the firm’s...

Dillon Gorham

Advisor Associate

As an Advisor Associate, Dillon works closely with advisors to...

Lyndsey Gorham

Senior Vice President

Lyndsey has served as a key resource for clients for...

Eran Goudes, CFA®, CFP®

Senior Vice President

Eran Goudes joined the firm in 2018 and has more...

Lisa Graham, CFP®

Assistant Vice President

Lisa joined the Seattle team as an Assistant Vice President...

Rachel L. Greene, FPQP™

Senior Client Service Associate

Rachel joined the firm in 2016 and is a Senior...

Wes Gretkowski

Senior Associate, Client Operations

Wes serves as a Senior Client Operations Associate in the...

James M. Griesser, CFP®, AIF®

Managing Director

Jim joined the firm as a Managing Director and Advisor...

Kirstin Griffin, AIF®, FPQP™, CRPC®

Vice President

Kirstin joined predecessor firm Sage Financial Advisors in 2003 as...

Julie Grove

Assistant Vice President, Client Service

Julie joined the team through the acquisition of ACG Wealth...

Rob Gryboski

Vice President

Rob joined the team in 2022 with three decades of...

Rachel Haberman, CFP®

Senior Advisor Associate

Rachel joined the firm in June 2015. As a Senior...

Annie Hall

Client Service Associate

Annie is a Client Service Associate in the firm’s Potomac,...

Casey Hardy

Assistant Vice President

Casey serves as an Assistant Vice President and Advisor in...

Gail Harris, CFP®, CIMA®, CExP™

Senior Vice President

Gail serves as an advisor, working with clients to develop,...