Julie Penwell, CFP®
Julie Penwell is an Assistant Vice President and financial advisor based in the Seattle office. Julie found her way to ...
Carolyn Jerome
Carolyn Jerome is a Director of Human Resources and is based in the San Rafael office. Carolyn is responsible for ...
B. Kelly Keydel, CFP®, MBA, CDFA®
Kelly Keydel is a Managing Director and Financial Advisor based in the Seattle office. Going through a life transition or ...
Katrina Capul
Katrina serves as a Human Resources Manager based in our New York City office, partnering with business leaders on all ...
Samia L. Clookie (née Reed), CFP®, FPQP™
Samia is a Senior Advisor Associate in the firm’s Annapolis, Maryland office. In this role, Samia supports advisors by maintaining ...
Tatiana Dadykina, CFP®, CDFA®, AIF®
Tatiana is an advisor based in our Annapolis, Maryland office. As a Certified Financial Planner™ and Certified Divorce Financial Analyst, ...
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 ...
Travis Walters
Travis joined the firm in 2011 and serves as an Assistant Vice President of the Client Operations team. He is ...
Emily Tiernan
Emily joined the firm in 2009 and serves as a Senior Client Service Associate in the New York office. Education ...
Crystal Cox, MBA, CDFA®, CFP®
Crystal Cox is a financial advisor based in the Madison, WI office and joined the firm in 2017. Crystal utilizes ...
Emily Platt, CFP®
Emily joined the firm as a client associate in 2017 after graduating from James Madison University with a degree in ...
Marilyn S. Napoli, CFP®
Marilyn Napoli joined the firm after a long and successful career at well-renowned wealth management firms, including U.S. Trust and ...
