Barbara Phipps, JD*, CBEC®, CRPC®

Consultant, High Net Worth Client Acquisition

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Fred Fedorowich, CFP®, CRPC®

Consultant, Planning Technology Enablement

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Christopher Fromm, ChFC®, CFP®, CBEC®

Consultant, High Net Worth Planning Services ​

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Savas Constantinou, CFP®, CTFA, CBEC® 

Consultant, High Net Worth Planning Services

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Aaron Huntoon, MBA, CRPC®, CBEC®

Consultant, High Net Worth Planning Services

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Russell G. Jones

VP, High Net Worth Client Acquisition

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Mary Young, CFP®

VP, Planning Technology Enablement

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Gary Maack-Magnusson, J.D.*, LLM, CFP®, CHFC®, CLU®

Consultant, High Net Worth Planning Services

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Robert E. Appel, J.D.*, LL.M., M.B.A.

Vice President, National Design

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Jane Johnson, CFP®

Director of Financial Advisory Services

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