About our team

In Sam role as an internal wealth management consultant, he provides the primary support for platforms, solutions and strategic initiatives that serve clients.

As an alternative investments’ consultant, Thad is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Thad partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.

Cindy is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.

As an insurance and annuity consultant, Michelle specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

Sam's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Sam assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.