Kerry Withrow, AWM, CEPA®

Managing Director - Financial Advisor, Senior Consulting Group

702-893-8749

Ben Hamilton, AWM, CEPA®

Senior Vice President - Financial Advisor, Senior Consulting Group

702-893-8751

Cason Swinn, CPFA®

Senior Vice President - Financial Advisor, Consulting Group

702-893-8733
Email | | |

Ryan D'Souza, CPFA®

Associate Vice President - Financial Advisor

702-893-8752
Email |

Elliot Bloch

Financial Advisor

702-893-8758

Terri Criswell, APP

Senior Investment Associate

702-893-8781

Sally Walker, APP

Senior Investment Associate

702-893-8782

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Corporate and Executive Services


advisor

Corporate & Executive Services


advisor

High-Net-Worth Lending Consultant


advisor

Echelon Wealth Strategist


advisor

Wealth Strategist


advisor

Internal Wealth Strategist


advisor

Fixed Income Business Development Professional


advisor

Wealth Strategist