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