Helping you elevate your financial potential

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The National Advisor Center Team

    Aaron Kirkland

    Director, Financial Planning

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    Alex Pinn

    Director, Financial Planning

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    Alex Shurin

    Director, Financial Planning

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    Amanda Salyer

    Director, Financial Planning

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    Andrew Band

    Director, Financial Planning

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    Andrew Greene

    Director, Financial Planning

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    Andrew Gullion

    Director, Financial Planning

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    Andrew Torres

    Director, Financial Planning

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    Andy Smith

    Executive Director, Financial Planning

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    Anthony Badillo

    Director, Financial Planning

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    Ashley Decker

    Director, Financial Planning

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    Ashley Zephir

    Director, Financial Planning

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    Brad Maurer

    Director, Financial Planning

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    Brad Holly

    Director, Financial Planning

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    Brett Perlman

    Director, Financial Planning

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    Brett Stephens

    Director, Financial Planning

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    Brian Deutsch

    Director, Financial Planning

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    Brian Mueller

    Director, Financial Planning

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    Bruce Alden

    Director, Financial Planning

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    Chance Vogel

    Director, Financial Planning

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    Charles Rapp

    Director, Financial Planning

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    Charlie Scott

    Director, Financial Planning

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    Cheryl Langston

    Director, Financial Planning

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    Chris Caposey

    Director, Financial Planning

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    Chris Sparks

    Director, Financial Planning

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    Chris Werner

    Director, Financial Planning

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    Chris Miller

    Director, Financial Planning

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    Chris Ziola

    Director, Financial Planning

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    Cimalie Zoy

    Director, Financial Planning

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    Clay Ernst

    Executive Director, Financial Planning

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    Corey Fast

    Director, Financial Planning

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    Dale Hansen

    Director, Financial Planning

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    Daniel Humphrey

    Director, Financial Planning

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    Dimas Lizardo

    Director, Financial Planning

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    Dominic Chavez

    Director, Financial Planning

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    Dylan Barr

    Director, Financial Planning

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    Ed Sturdivant

    Director, Financial Planning

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    Eddie Lee

    Director, Financial Planning

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    Eric Lasso

    Director, Financial Planning

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    Fran Petrangelo

    Director, Financial Planning

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    Frank Barkanic

    Director, Financial Planning

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    Gabe Talley

    Director, Financial Planning

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    Glynis Banhan

    Director, Financial Planning

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    Greg Dexheimer

    Director, Financial Planning

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    Ian Gedminas

    Director, Financial Planning

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    James Golichowski

    Director, Financial Planning

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    Jared Copinga

    Director, Financial Planning

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    Jason Dixon

    Director, Financial Planning

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    Javier Lucero

    Director, Financial Planning

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    Jennifer Keiling

    Director, Financial Planning

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    Jim Halloran

    Director, Financial Planning

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    Jim Horn

    Director, Financial Planning

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    Josh Andreasen

    Director, Financial Planning

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    Justin Beavers

    Director, Financial Planning

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    Justin Kattau

    Director, Financial Planning

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    Justine Gidaro

    Director, Financial Planning

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    Keith Truex

    Director, Financial Planning

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    Kellie Cozzens

    Director, Financial Planning

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    Kevin Hamel

    Director, Financial Planning

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    Kyle Nolan

    Director, Financial Planning

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    Kylee Gibson

    Director, Financial Planning

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    Lakeisha Hill

    Director, Financial Planning

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    Laura Johnson

    Director, Financial Planning

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    Lavonne Patterson

    Director, Financial Planning

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    Lisa Benchaabane

    Director, Financial Planning

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    Mark DiGiovanni

    Director, Financial Planning

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    Mark Ligeski

    Director, Financial Planning

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    Matt Ganskopp

    Director, Financial Planning

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    Matt Preddy

    Director, Financial Planning

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    Megan Sowinski

    Director, Financial Planning

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    Mel Lambert

    Director, Financial Planning

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    Michael Jergens

    Director, Financial Planning

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    Mike Meuse

    Director, Financial Planning

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    Nathan Bardin

    Director, Financial Planning

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    Nick Friedman

    Director, Financial Planning

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    Patrick Durbin

    Director, Financial Planning

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    Paul Dau

    Director, Financial Planning

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    Paul Rubacka

    Director, Financial Planning

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    Peter Fleming

    Director, Financial Planning

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    Phil Wilson

    Director, Financial Planning

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    Rita Head

    Director, Financial Planning

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    Rohi Batra

    Director, Financial Planning

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    Ron Newton

    Director, Financial Planning

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    Rosh Mangalat

    Director, Financial Planning

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    Sara Uh

    Director, Financial Planning

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    Sasha Shteyn

    Director, Financial Planning

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    Scott Garrigus

    Director, Financial Planning

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    Sean Glazier

    Director, Financial Planning

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    Shannon Daly

    Director, Financial Planning

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    Steve Freedman

    Director, Financial Planning

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    Taralee Sundberg

    Director, Financial Planning

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    Ted Borowiak

    Director, Financial Planning

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    Trent Davidson

    Director, Financial Planning

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    Tyler Brown

    Director, Financial Planning

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    Wendy Martinez

    Director, Financial Planning

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    Widmark Cano

    Director, Financial Planning

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    Zachery West

    Director, Financial Planning

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    Gayle Rodriguez

    Financial Planner

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    Taylor Hargett

    Financial Planner

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    Tyler Kraus-Sanders

    Financial Planner

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    Will Logan

    Financial Planner

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    Kurt Finchum

    Financial Planner

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    Travis Adams

    Financial Planner

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The National Advisor Center Team

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

Frequently Asked Questions

Our fee-only financial planners provide straightforward advice with your values and goals in mind. When it comes to investment advice, we are fiduciaries and put our clients’ interests above all others. Not simply because it’s a legal requirement, but because it’s the right thing to do. Our planners don’t sell proprietary investment products to earn commissions and aren’t incentivized to place your money with any specific funds. We have merged dedicated human relationships with patented financial technology to give individual investors access to advanced portfolio management and personalized financial strategies.

Becoming an Edelman Financial Engines client is a straightforward process. The first step is to schedule an initial consultation with a financial planner in your area. After this meeting, if you and your planner mutually agree that it makes sense for you to become an EFE client, the planner will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing Edelman Financial Engines to manage your portfolio. Your planner will be with you every step of the way as you embark on your new journey.

Your financial planner is the backbone of your planning team. In addition, there is a team of portfolio managers who will monitor and manage your accounts on an ongoing basis. Planners also have access to internal and external professional resources.

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