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Client Advisors

Our client advisors average over 20 years of industry experience and have advised a broad range of clients in a wide variety of situations. We work collaboratively with you and each other to develop and implement a thoughtful, customized financial plan designed to satisfy your specific objectives. We address your immediate and future financial goals and work hard to help you navigate the complexities of substantial wealth, so you can focus on the things that truly matter to you.


Erik Morgan
Senior Partner
Robb Carter, CFA
Partner
Andrew Erisman, CIMA®
Partner
Bob Mellon
Partner
Kim Hansen
Partner
Christopher T. Odem, CIMA®
Partner
Ned Doubleday
Managing Director
Pete Forras, AWMA®
Managing Director
Vincent Gimarelli
Managing Director
Robert N. Odem
Managing Director
Peter Wicklund, CFA, CFP®
Managing Director
Trevor W. Sharp, CIMA®
Managing Director
Jennifer Baick, CFP®
Director
Jesse Haverstock, CFP®
Director
Jenna Lacy, CFP®
Director
Christine Opp, CFA, CFP®
Director
Maria Siwek-Fernald
Director