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
Laura Moulin

Laura Moulin, APP

Senior Investment Associate

702-893-8730
Email |

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.

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Corporate and Executive Services


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Corporate & Executive Services


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High-Net-Worth Lending Consultant


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Echelon Wealth Strategist


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Wealth Strategist


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Internal Wealth Strategist


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Fixed Income Business Development Professional


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Wealth Strategist


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Alternative Investments Consultant


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Wealth Management Consultant