Eran Goudes, CFA®, CFP®
Eran Goudes joined the firm in 2018 and has more than 12 years of experience in wealth management. Prior to ...
Zachary Gering, CFP®
Zachary Gering is a Managing Director, financial advisor, and also serves as the New York Office Leader. Zach serves business ...
Anora Gaudiano, CFP®
Anora is a financial advisor in our New York office. Her clients are successful individuals, couples, and families who share ...
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 ...
Jay Czarapata, CFP®, CRPS®
Jay joined the firm in 2011 in our Milwaukee office and is now a Senior Vice President. He earned his ...
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 ...
