Our advisors

Scott Maasch

Scott Maasch

BFA

Client Relationship Manager

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Carl Moller

Carl Moller

BFA, CRPC®

Client Relationship Manager

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Alec Adelman

Alec Adelman

Client Support Associate

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Amy M Leuma

Amy M Leuma

Client Support Associate

Lead Client Support Associate
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Derek Spavin

Derek Spavin

Client Relationship Manager

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Jake Heins

Jake Heins

Client Relationship Manager

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Karsten Augustin

Karsten Augustin

Client Support Associate

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Lauren Naze

Lauren Naze

Client Support Associate

Experienced Client Support Associate
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Tony Martin

Tony Martin

Client Relationship Manager

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Zachary Davis

Zachary Davis

Client Support Associate

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Zsolt Papp

Zsolt Papp

BFA

Manager AAC

Learn more about Zsolt Papp