Our People
Sean Heyman
Client Service Associate
Trent Hofmeister, CFP®
Assistant Vice President
Connor Holly
Assistant Vice President, Data Operations
Kadeidra Honey-Brooks, J.D.
Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning
Tim Hughes, CFP®
Managing Director
Justin Hult, CFA®
SVP, Head of Trading, Portfolio Management, and Risk Management
Margaret Iamunno
Managing Director, Head of Client Service
Ashley Iddings, CIMA®, CPWA®
Managing Director
Christopher Izmirlian
VP, Strategic Growth & Marketing
Jasmine James
Marketing Coordinator
Pahola Jara
Senior Associate, Onboarding Specialist
Chris Jennings, CFP®
Vice President
Carolyn Jerome
Director, Human Resources
Stephanie Jiwa, FPQP™
Client Service Associate
Megan John, CFP®
Assistant Vice President, Client Service Manager
Kristin Johnson
Assistant Vice President, Finance