Leadership
Theresa M.H. Marx
Managing Director•Director of Wealth Planning & Senior Wealth Strategist
View full bioOur People
Wealth Strategies
Partnering with clients and their families on comprehensive wealth strategies that bring clarity to the complexity of wealth.
Leadership
Daniel Blaustein
Senior Vice President•Director of Financial Planning & Senior Financial Planning Strategist
View full bioWealth Strategies
Leslie S. Kehoe
Managing Director•Senior Wealth Strategist
Rebecca W. Milliman
Managing Director•Senior Wealth Strategist
Elizabeth Nichols
Managing Director•Senior Wealth Strategist
Judith A. Saxe
Managing Director•Senior Wealth Strategist
John Batterton
Senior Vice President•Senior Wealth Strategist
Lucy D. Bickford
Senior Vice President•Senior Wealth Strategist
Nicole Granger
Senior Vice President•Senior Financial Strategist
Nicole A. Hostettler
Senior Vice President•Senior Wealth Strategist
Daniel Jo
Senior Vice President•Income Tax Strategist
Keri Pankow
Senior Vice President•Senior Wealth Strategist
Eric L. Cusek
Vice President•Financial Planning Strategist
Bethany Hill
Vice President•Financial Planning Strategist
