Our advisors

Advisor photo for Brook Benson

Brook Benson

CRPC

Client Support Associate

Lead Client Support Associate
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Advisor photo for Carlan Strand

Carlan Strand

CFP®, CRPC

Manager AAC

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Advisor photo for Edgar Delgadillo

Edgar Delgadillo

Client Support Associate

Experienced Client Support Associate
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Advisor photo for Morgan Bernsee

Morgan Bernsee

Client Support Associate

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Advisor photo for Nnamdi Drew

Nnamdi Drew

CRPC

Client Relationship Manager

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Advisor photo for Shawn Whitmore

Shawn Whitmore

CRPC

Client Relationship Manager

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Advisor photo for Thomas Verderosa

Thomas Verderosa

Client Support Associate

Learn more about Thomas Verderosa