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National Advisor Center

Map Out Your Financial Future

Edelman Financial Engines is the #1 Independent Financial Advisory Firm as ranked by Barron’s. In addition to serving more than 1.3 million clients* across the country, our experienced planners offer comprehensive financial advice and investment management services Nation wide.

* As of June 30, 2021.

Get to Know Us

Your retirement dreams are unique. We think your financial plan should be, too. We are the #1 independent financial advisory firm in the nation, as ranked by Barron’s. But we’re more than that. For the past 33 years, we’ve provided personal financial planning and investment management services for hardworking people just like you. Here, you’ll get a personal financial plan that reflects your unique situation and goals. You’ll also get more than an experienced financial advisor – you’ll benefit from a lifelong partner who’s dedicated to helping you achieve the financial freedom you deserve.

Fiduciary Plus

When it comes to our clients, we’re “all-in.” We actively seek ways to make our clients’ lives better, whether it’s working alongside policymakers or innovating within our business to improve financial security. Our sole motivation is to serve your best interests, always. It’s a commitment we’ve made to our clients for the past 30 years, and will continue to make to you.

Our Experienced Team

Name

Andrew Torres

Director, Financial Planning

Name

Anthony Arriaran

Financial Planner

Name

Brad Holly

Director, Financial Planning

Name

Brett Perlman

Director, Financial Planning

Name

Bryan Kiernan

Financial Planner

Name

Chris Caposey

Director, Financial Planning

Name

Darrin Wolff

Director, Financial Planning

Name

Dean Hessler

Director, Financial Planning

Name

Denise Wedepohl

Financial Planner

Name

Gayle Rodriguez

Financial Planner

Name

Jacob Mercer

Director, Financial Planning

Name

Jacob VanderSlik

Director, Financial Planning

Name

Jesse Wilson

Director, Financial Planning

Name

Jim Halloran

Director, Financial Planning

Name

John Killoy

Director, Financial Planning

Name

Julian Peters

Financial Planner

Name

Justine Gidaro

Director, Financial Planning

Name

Justyn Delgadillo

Financial Planner

Name

Kathy Harder

Director, Financial Planning

Name

Kurt Finchum

Financial Planner

Name

Kyle Kraus

Financial Planner

Name

Lavonne Patterson

Director, Financial Planning

Name

Mark Ligeski

Director, Financial Planning

Name

Matt Ganskopp

Director, Financial Planning

Name

Matthew Kitzman

Director, Financial Planning

Name

Nate Driggs

Financial Planner

Name

Nathan Bardin

Director, Financial Planning

Name

Paul Dau

Director, Financial Planning

Name

Paul Raab

Director, Financial Planning

Name

Rita Head

Financial Planner

Name

Robert Fitzpatrick

Director, Financial Planning

Name

Rosh Mangalat

Director, Financial Planning

Name

Ryan Cosgrove

Director, Financial Planning

Name

Taylor Hargett

Financial Planner

Name

Todd Long

Director, Financial Planning

Name

Travis Adams

Financial Planner

Name

Trent Davidson

Director, Financial Planning

Name

Tyler Kraus-Sanders

Financial Planner

Name

Will Logan

Financial Planner

Name

Zack Devine

Financial Planner

Phone Number

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