People

Integrated Wealth Management advisors' individualized service approach assures that their financial suggestions are designed to meet your specific investment needs and goals.
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VIEW BY:
Location
Role
Group
Amber Lembo
Brandt Kuhn, CFP®
Brenda Wallace
Chris Risenmay, CFP®
Clark Penney
Dana Sanchez
David Thatcher, CFP®
Erik Mora, RICP®
Jim Bray, CFP®
John Wong, CIA®, CRMA®
Lisa Beaty
Marc Koven
Mark Hayek
Mark Thatcher, CRPC®
Michele Sarna, AIF®, AWMA®
Mike McConnell
Nick Cunnington
Paula Hart
Penny Salamida
Ross Biesinger
Ryan Delaney, CFA®
Shad Lamm
Kamryn Hafer
Cortnie Deakyne
Lee Ellen Walker
Andrew Castro
Jason Nettleton