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The National Advisor Center team

Dominic Chavez

Director, Financial Planning

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Craig Mottl

Director, Financial Planning

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Widmark Cano

Director, Financial Planning

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Grant Collins

Director, Financial Planning

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Paul Rubacka

Director, Financial Planning

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Andrew Gullion

Director, Financial Planning

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Phil Wilson

Director, Financial Planning

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Chris Caposey

Director, Financial Planning

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Justine Gidaro

Director, Financial Planning

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Robert Fitzpatrick

Director, Financial Planning

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Greg Dexheimer

Director, Financial Planning

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Charles Rapp

Director, Financial Planning

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Paul Dau

Director, Financial Planning

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Brad Holly

Director, Financial Planning

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Alex Shurin

Director, Financial Planning

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Ashley Zephir

Director, Financial Planning

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Brian Mueller

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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David Sheehan

Executive Director, Financial Planning

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Nick Friedman

Director, Financial Planning

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Steve Freedman

Director, Financial Planning

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Todd Long

Director, Financial Planning

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Wendy Martinez

Director, Financial Planning

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Rosh Mangalat

Director, Financial Planning

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Nathan Bardin

Director, Financial Planning

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Brett Perlman

Director, Financial Planning

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Cynthia Leal

Director, Financial Planning

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Ryan Lind

Director, Financial Planning

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Gabe Talley

Director, Financial Planning

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Ashley Kremhelmer

Director, Financial Planning

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Chris Werner

Director, Financial Planning

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Chris Ziola

Director, Financial Planning

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Amanda Salyer

Director, Financial Planning

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Mel Lambert

Director, Financial Planning

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Ted Borowiak

Director, Financial Planning

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Andrew Band

Director, Financial Planning

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Eddie Lee

Director, Financial Planning

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Scott Garrigus

Director, Financial Planning

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Andrew Greene

Director, Financial Planning

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John Killoy

Director, Financial Planning

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Chris Sparks

Director, Financial Planning

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Andrew Torres

Director, Financial Planning

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Daniel Humphrey

Director, Financial Planning

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Trent Davidson

Director, Financial Planning

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Dylan Barr

Director, Financial Planning

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John Geilfuss

Director, Financial Planning

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Jim Halloran

Director, Financial Planning

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Mark Ligeski

Director, Financial Planning

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Peter Fleming

Director, Financial Planning

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Sean Glazier

Director, Financial Planning

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Mike Meuse

Director, Financial Planning

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Mark DiGiovanni

Director, Financial Planning

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Kylee Gibson

Director, Financial Planning

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Lavonne Patterson

Director, Financial Planning

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Joe Bergen

Director, Financial Planning

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Keith Truex

Director, Financial Planning

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Jaci Iannello

Director, Financial Planning

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Matt Ganskopp

Director, Financial Planning

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Glynis Banhan

Director, Financial Planning

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Luke Swygard

Director, Financial Planning

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Ed Sturdivant

Director, Financial Planning

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Aaron Kirkland

Director, Financial Planning

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Patrick Durbin

Director, Financial Planning

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Brian Deutsch

Director, Financial Planning

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Cheryl Langston

Director, Financial Planning

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Alex Pinn

Director, Financial Planning

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Ashley Decker

Director, Financial Planning

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Nate Driggs

Financial Planner

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Travis Adams

Financial Planner

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Will Logan

Financial Planner

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Taylor Hargett

Financial Planner

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Gayle Rodriguez

Financial Planner

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Tyler Kraus-Sanders

Financial Planner

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Kurt Finchum

Financial Planner

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Denise Wedepohl

Financial Planner

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Zack Devine

Financial Planner

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Anthony Arriaran

Financial Planner

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Justyn Delgadillo

Financial Planner

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Working with us

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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health