Our Team

Team Members In

Advisors

Gee Smith

MBA

Principal, Senior Strategic Advisor

Ryan Spaude, CFP®

Senior Vice President, Wealth Advisor

Tiffany Stover

CFP®

Director, Wealth Advisor

Dave Stribula

CFP®, CEPA®

Director, Family Wealth

Bill Szlag

Tactical Wealth Advisor

Benjamin Taylor

CFP®

Associate, Wealth Advisor

Matthew Teetor

Senior Vice President, Wealth Advisor

Jim Thompson

Vice President, Wealth Advisor

Ryan Tomer

CFP®, CTFA

Senior Director, Wealth Advisor

Jeff Tudor

CRPS®

Vice President, Wealth Advisor