Your Financial Planning Team

Abbey Henderson

CFP®, RLP®

CEO, Wealth Advisor & Coach

John Corron

CFP®

Wealth Advisor

Jack Flynn

CFP®

Wealth Advisor

Janet Rhodes Friedman

CFP®, CDFA®

Wealth Advisor

Dave Galehouse

Director of Operations

Liz Malgari

Director of Client Experience

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Scott Kubie

CFA®

Senior Investment Strategist

Greg DeGennaro

CFA®, CAIA

Client Portfolio Manager

Jessica Golson

CIPM

Vice President, Investment Operations and Performance

Mike Lawrence

Portfolio Manager

Vishnu Lekraj

Co-Portfolio Manager

Josh Russell

Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Partner of Wealth Solutions

Jody Jackson

FPQP™

Paraplanner

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Beth Schanou

JD

Senior Wealth Planner

Krista Thompson

CPA

Senior Wealth Planner

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions

Ryan Yamada

CFP®

Planner

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Brett Carson

CFA®

Director of Research

Jake Bleicher

CFA®

Co-Portfolio Manager

Kellie L. Duffy

Senior Trade Operations Analyst

Jeff Harris

Senior Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trade Operations Analyst