Clients
Client Advisors
Northeast Region
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David Costigan, CFP
Managing Director of Wealth Management
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Jay Carroll
Managing Director
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Vaughn H. Weimer, CFP
Managing Director
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Alicia M. André, CFA
Managing Director, Senior Client Advisor
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Mark V. Mathers, CFP
Managing Director, Senior Client Advisor
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Todd C. Mills, CFP
Managing Director
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Lindsay M. Pazdan
Client Advisor
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Jennifer K. Loveless
Client Advisor
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Vincent P. Franks
Client Advisor
West Coast Region
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Derek R. Tam, CFP, AWMA
Senior Client Advisor
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Gretchen Lucas, JD
Director of Family Services
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Lance Millar
Senior Client Advisor
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Christine Boragno
Senior Client Associate
Southeast Region
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Joe Redgate, CFP, CRPC
Managing Director
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Hap Wade
Managing Director
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Jeff Kaufmann
Senior Client Advisor
National
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T. Matt Brann, CFA
Managing Director
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John Keim
Managing Director