Sarah Wotherspoon, MS, CFP®, CDFA®
Sarah Wotherspoon is a Managing Director and Advisor in the San Rafael office. Sarah has been with the firm and ...
Stephen Kepler, CFP®, CDFA®
Stephen Kepler is a Vice President and Advisor in the San Francisco office. Stephen thrives when helping families secure their ...
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 ...
Amy Miller, CFP®, CDFA®
As a financial advisor, Amy serves a wide range of clients, from younger professionals starting their financial journey to pre-retirees ...
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, ...
Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®
Amanda has been in the financial services industry since 2010 and joined the team in 2020. As a Certified Financial ...
Stephanie Carmel, CFP®, CDFA®, MBA
Stephanie serves as an Assistant Vice President and advisor in the firm’s New York office, supporting the broader team of ...
Aviva Pinto, CDFA®, CDS®
Aviva Pinto joined the firm in 2015 through an acquisition and has over 30 years of experience in the financial ...
Crystal Cox, MBA, CDFA®, CFP®
Crystal Cox is a financial advisor based in the Madison, WI office and joined the firm in 2017. Taking a ...
