Certified Financial Planners™

Julie Williams

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

Myka Koenen, CFP®

Myka has been with the firm since 2014 and serves as an advisor in our Reston, VA office. She brings ...

Razi Hecht

Razi Hecht, CFP®

Razi is a financial advisor and the office lead in our Delafield, WI office. As a financial advisor, he works ...

Tim Hughes

Tim Hughes, CFP®

Tim Hughes is a Managing Director and the Atlantic Regional Leader. He has over twenty years of experience tailoring to ...

Laura Barry

Laura Barry, CFP®, CeFT®

Laura joined the firm in 2004 as an experienced advisor and specializes working with people in life transitions. She focuses ...

Max Meltzer

Max Meltzer, CFP®

Max joined the firm in 2015 through the acquisition of Highline Wealth Management. In his role as an advisor, Max ...

Chris Owens

Christopher Owens, CFP®

Chris joined the firm in 2017, bringing with him a decade of experience in the financial industry. After spending a ...

Jay Frank

Jay Frank, CFP®, CLU, ChFC®

Jay has been helping individuals and businesses with their planning needs since 1986, reaching far beyond investment management and focusing ...

Bill Schwartz

Bill Schwartz, CPA, CFP®

Mr. Schwartz is a Managing Director in the Potomac, MD office, a member of the executive board, and a member ...

John Wolff

John Wolff, CFP®, AIF®, CLU®, ChFC®

A dedicated advisor with over 30 years of experience, John joined the firm in 2017 after serving for a decade ...

Michele Walthert

Michèle Walthert, CFP®, CRPC®

Michèle joined the firm in 2011 and serves as both a financial advisor and the Head of Advisor Success for ...

Jack Keating

Jack Keating, CFP®

Jack is a senior advisor associate based in the firm’s Reston, VA office. He assumed this position after an internship ...