Our advisors

Angelo Ricci

Angelo Ricci

Client Support Associate

Lead Client Support Associate
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C. Christine Walters

C. Christine Walters

AWMA®

Client Relationship Manager

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David Young

David Young

CRPC®, BFA

Client Relationship Manager

Family Finances Specialist
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Eric Ziegler

Eric Ziegler

Client Support Associate

Experienced Client Support Associate
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Keith Church

Keith Church

Client Support Associate

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Kyle Neumann

Kyle Neumann

CFP®, BFA, CRPC®

Manager AAC

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Nick Welch

Nick Welch

Client Relationship Manager

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Rachel Marie Reis

Rachel Marie Reis

Client Support Associate

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Sue Redhead

Sue Redhead

CRPC®

Client Support Associate

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Zach Dungee

Zach Dungee

CRPC®

Client Relationship Manager

Learn more about Zach Dungee