Diversity & Inclusion Committee Members

Julie Penwell

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

Carolyn Jerome is a Director of Human Resources and is based in the San Rafael office. Carolyn is responsible for ...

Kelly Keydel

B. Kelly Keydel, CFP®, MBA, CDFA®

Kelly Keydel is a Managing Director and Financial Advisor based in the Seattle office. Kelly is incredibly proficient at analyzing ...

Katrina Capul

Katrina Capul

Katrina serves as a Human Resources Manager based in our New York City office, partnering with business leaders on all ...

Vilas Naralakattu

Vilas Naralakattu, FPQP™

Vilas is a member of the Strategic Growth team based out of the firm’s Fulton, MD office. His role centers ...

Samia Reed

Samia L. Reed, FPQP™

Samia is an Advisor Associate in the firm’s Fulton, Maryland office. In this role, Samia supports advisors by maintaining client ...

Tatiana Vinogradov, CFP®, CDFA®, AIF®

Tatiana is an advisor based in our Annapolis, Maryland office. As a Certified Financial Planner™ and Certified Divorce Financial Analyst, ...

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 ...

Travis Walters

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 Tiernan

Emily joined the firm in 2009 and serves as a Senior Client Service Associate in the New York office. Education ...

Crystal Wipperfurth

Crystal Cox, CFP®, CRPC®

Crystal Cox is a financial advisor based in the Madison, WI office and joined the firm in 2017. Crystal utilizes ...

Emily Platt

Emily Platt, CFP®

Emily joined the firm as a client associate in 2017 after completing her undergraduate degree in Finance at James Madison ...