Family Office
Adam Kotz
Director/Senior Wealth Advisor
[email protected]
Andrew Welzel
Director/Senior Wealth Advisor
[email protected]
Christine Wentzler
Senior Wealth Advisor
[email protected]
Jana Shoulders
Managing Director/Senior Wealth Advisor
[email protected]
Jenika Cook
Senior Wealth Advisor
[email protected]
Julie Smith
Senior Wealth Consultant
[email protected]
Justin Richter
Senior Wealth Advisor
[email protected]
Rusty Gallagher
Senior Wealth Advisor
[email protected]
Christine Wentzler
Senior Wealth Advisor
[email protected]
Jennifer Murawski
Wealth Consultant
[email protected]
Julie Smith
Senior Wealth Consultant
[email protected]
Katie Fitzgerald
Senior Wealth Consultant/Principal
[email protected]
Matt Brady
Senior Wealth Advisor
[email protected]
Mike McAndrews
Director/Senior Wealth Advisor
[email protected]
Julie Smith
Senior Wealth Consultant
[email protected]
Justin Richter
Senior Wealth Advisor
[email protected]
Katie Fitzgerald
Senior Wealth Consultant/Principal
[email protected]
Jeremy Welther
Director/Senior Wealth Advisor
[email protected]
Katie Fitzgerald
Senior Wealth Consultant/Principal
[email protected]
Mike McAndrews
Director/Senior Wealth Advisor
[email protected]
Rusty Gallagher
Senior Wealth Advisor
[email protected]
Jennifer Kohlbacher
Director, Tax
[email protected]