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Omar Smith

Planning Associate
Asheville, NC

Nick Di Palo

CFP®
Senior Planning Associate
Westwood, NJ

Emily Edwards

Planning Associate
New Providence, NJ

Gabriela Villar

CFP®
Senior Planning Associate
Westwood, NJ

Alex Moir

CFP®, CRPC™
Senior Planning Associate
Annapolis, MD

Kevin Stewart

CFP®
Senior Planning Associate
Charlotte, NC

Brett Ferrari

Senior Planning Associate
Boston, MA

Julian Rutskin

Planning Associate
Boston, MA

Jim Brunner

Senior Planning Associate
Asheville, NC

Lindsay Garrahan

Planning Associate
Westwood, MA
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