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Meet our Financial Advisors

Our team of financial advisors are available to aid you in your your money management journey, allowing you to worry less and focus more on what’s important to you.

Alex Garcia, CFP®, ECA

Senior Wealth Advisor

Blake Rhodes, CFP®

Director of Financial Planning

Daniel Driver

Private Wealth Advisor

Harrison MacDonald

Associate Advisor

Jay Horn, MBA, AAMS®

Senior Wealth Advisor

John Fowler, CFP®

Senior Wealth Advisor

John Sturgis, CFP®

Senior Wealth Advisor

Matt Anderson, CFP®, AIF®, EA

Senior Wealth Advisor

Mark Essenfeld, CFP®, AIF®

Financial Planner, Midwest Region 

Marques Cormier, CFP®

Senior Wealth Advisor

Robert Britton, CFA, CFP®

Senior Wealth Advisor

Sarah Nadiri, CFP®

Senior Wealth Advisor

Start working with a financial advisor today.