Eric Dostal, J.D., CFP®
Eric is a seasoned financial professional who has been dedicated to helping his clients take control of their financial lives ...
Robin Dobbs, CFP®
Robin is a Senior Vice President in our Potomac, MD office, beginning her career over 15 years ago with a ...
Scott Dillie, CFP®
Scott joined the team in 2017 following three years as a wealth manager with Capital Fiduciary Advisors. As an advisor ...
Michael Delgass, J.D.
An advisor and head of our Northeast region, Mike uses his extensive prior experience as an attorney to help his ...
Jay Czarapata, CFP®, CRPS®
Jay joined the firm in 2011 in our Milwaukee office and is now a Senior Vice President. He earned his ...
Scott Brody
Scott has been with the firm and its predecessors since 2013 and has 30 years of experience in the financial ...
Kevin Brady, CFP®
As a Financial Advisor in our New York Office, Kevin works with successful business professionals, entrepreneurs, attorneys, and small business ...
Yoni Berhane, CFP®
Jonathan “Yoni” Berhane is a Financial Advisor who works with a wide variety of clients from young business professionals who ...
Kevin Smith, CFP®
Kevin Smith joined the firm in 2018 and has over a decade of experience in the financial services industry. As ...
John Dobson, CFP®
John joined the team in 2017 and serves as an advisor in the Delafield, WI office. He brings extensive experience ...
Julie Williams, ADPA®, ChFC®, CFP®
Julie serves as a wealth advisor in our Delafield office. She joined the firm in 2015 through the acquisition of ...
Myka Koenen, CFP®
Myka has been with the firm since 2014 and serves as an advisor in our Reston, VA office. She brings ...
