May 20 2020
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Katharine Schelhorn

Katharine Schelhorn, CFP®

Katharine serves as a Senior Advisor Associate in our Reston, VA office, helping to support other advisors by maintaining client relationships, assisting in the financial planning process, and offering guidance on retirement planning and investing. Previously, she worked as a financial advisor for Acorn Financial Services, where she also provided comprehensive financial planning services and helped to grow the firm’s assets. Previous Experience Financial Advisor at Acorn Financial Services Education & Credentials BS, Virginia Polytechnic Institute and State University, Finance Series 65 License Certified Financial Planner™   Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified…
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May 07 2020
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Stephanie Forrester

Stephanie Forrester, CFP®, AIF®

Stephanie currently serves as a Senior Advisor Associate in our Madison, WI office. In this role, she supports other advisors by helping to manage client relationships, assisting in each step of the financial planning process, and serving as a resource for clients. Previously, she worked as an Associate Advisor at Wipfli Financial Advisors, where she assisted in the servicing of high net worth individuals and families. In addition to her work in the industry, Stephanie is very active in her community, serving as a Big Brothers Big Sisters mentor. Originally from Caledonia, MN, Stephanie now resides in Madison, WI and…
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Jan 27 2020
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Stephanie Carmel

Stephanie Carmel, CFP®, CDFA™, MBA

Stephanie serves as an advisor associate in the firm’s New York office, assisting advisors throughout the financial planning process and helping to manage client relationships. Before joining the team, she enjoyed an extensive and successful career at IBM Corporation, holding leadership positions in sales and sales operations where she serviced clients, drove technology and leasing solutions, supported the salesforce, and developed the next generation. In her spare time, Stephanie serves on the Board of FPA MetroNY, does pro bono planning, is a mother of two young adults, and enjoys learning, travelling, theatre, and staying active. Previous Experience Vice President, Global…
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Oct 17 2019
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Uliana Rymar

Uliana Rymar, CFP®

Uliana joined the firm in 2018 as a Senior Advisor Associate. Uliana works with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy. Previous Experience Planning Specialist at Coastal Bridge Advisors Portfolio Analyst at Coastal Bridge Advisors Client Service Associate at Coastal Bridge Advisors Education & Credentials BS, University of Connecticut – Stamford, Business, Financial Management Certified Financial Planner™     Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards…
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Oct 16 2019
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Stacey Berson

Stacey Berson, CFP®

Stacey joined the firm in 2018 as a Senior Advisor Associate. Stacey works with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy. Previous Experience Joel Isaacson & Co., LLC Berson and Corrado Investment Advisory Services UBS Financial Services Education & Credentials BS, University of Maryland – Smith School of Business Certificate in Financial Planning, School of Professional Studies at New York University Certified Financial Planner™     Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame…
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Oct 16 2019
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Alia Wagenhoffer

Alia Wagenhoffer, CFP®

Alia Wagenhoffer joined the firm in 2015 through the acquisition of Highline Wealth Management, where she began her career in 2012. After working with clients for over five years, Alia combined her passion for client service with her interest in technology, and entered a role dedicated entirely to ensuring efficiency in technology platforms. She provides ongoing training and support for advisor suite of software in order to help advisors better utilize the available tools and better serve clients. Her consistent management of various digital platforms, in addition to her membership in the ACE Committee, ensures a high-quality, consistent client experience.…
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Oct 16 2019
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Natalie Truty

Natalie Truty, CFP®

Natalie joined the firm in 2015 and serves as an Advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy. Previous Experience Research Coordinator at University of Pittsburgh Decision Neuroscience Lab Education & Credentials BS, The University of Pittsburgh, Psychology Executive Certificate in Financial Planning, Duquesne University Certified Financial Planner™     Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s…
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Oct 16 2019
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Andy Weissman

Andrew S. Weissman, J.D., CFP®

Andy is a Certified Financial Planner™ professional who excels at developing and explaining concepts, strategies, and tools that improve the client’s experience and keep them fully engaged in the management of their financial resources and estate plans. As a member of the New York State Bar since 1986, Andy uses his legal training to educate clients on how the titling of assets, the use of trusts, and their estate plans interact and affect their financial plans. He is also a member of the New York State Bar Association’s Trusts & Estates and Elder Law & Special Needs sections. Prior to…
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Oct 16 2019
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Michael Tyler

Michael Tyler, CFP®

Michael joined the firm in 2017 as an advisor associate in our Milwaukee, WI office. Now in his role as a financial advisor, Mike enjoys further collaboration with clients in the financial planning process and being able to implement strategies that help them achieve their goals in each phase of life. He embraces the unique circumstances and challenges that clients of different backgrounds, occupations, and ages have to offer. Previously, Mike worked at U.S. Bancorp Fund Services as an Alternative Investments Administrator and former Mutual Fund Representative. A graduate of the University of Wisconsin - Stevens Point, he earned a…
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Oct 16 2019
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Jack Swikart

Jack Swikart, CFP®

Jack joined the firm in 2019 and serves as a Senior Advisor Associate, assisting multiple advisors with all aspects of the financial planning process. While in school, he served as Captain and President of the Sailing Team and was awarded several Honors for his role in the Intercollegiate Sailing Association. Previous Experience Associate Financial Consultant at Charles Schwab Client Relationship Specialist at Charles Schwab Financial Representative at Network 1 Securities Education & Credentials BS, University of Pennsylvania – The Wharton School of Business, Economics Certified Financial Planner™ Series 7, 63, and 65 Licenses NY/NJ Health Insurance Licenses     Certified…
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