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 ...
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, CFP®
Tim Hughes is a Managing Director and the Atlantic Regional Leader. He has over twenty years of experience tailoring to ...
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, CFP®
Max joined the firm in 2015 through the acquisition of Highline Wealth Management. In his role as an advisor, Max ...
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, 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, CPA, CFP®
Mr. Schwartz is a Managing Director in the Potomac, MD office, a member of the executive board, and a member ...
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 ...
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, CFP®
Jack is a senior advisor associate based in the firm’s Reston, VA office. He assumed this position after an internship ...