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Keith Plywaczynski, CFP®
Regional Managing Director
Offices:
Oakbrook Terrace, IL
Eagan, MN
Brookfield, WI
Bellevue, WA
872-216-9932
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Tony Roberts III, CFA
Regional Managing Director
Offices:
Cincinnati, OH
Novi, MI
Indianapolis, IN
513-618-3064
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Tony Roberts III
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Pat Housen, CFP®
Regional Managing Director
Offices:
Manasquan, NJ
732-223-5505
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Jana Shoulders, CPA, AIF®, AEP®
Managing Director
Offices:
Tulsa, OK
Oklahoma City, OK
Amarillo, TX
918-991-6910
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Jana Shoulders
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Suzanne Wheeler, CFP®, AIF®, CeFT®
Managing Director
Offices:
Amarillo, TX
Austin, TX
Tulsa, OK
806-513-1118
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Suzanne Wheeler
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Kyle Quinn, CFP®
Managing Director
Offices:
San Diego, CA
858-433-9009
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Kyle Quinn
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Rob Crigler, CPA
Managing Director
Offices:
Madison, NJ
Charlotte, NC
973-520-1899
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Rob Crigler
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Matt Fisher, CFP®, AIF®, AWMA®
Managing Director
Offices:
St. Louis, MO
314-227-2457
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Jake Kern
Managing Director
Offices:
Overland Park, KS
913-647-9768
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Pat Kummer, CFP®
Managing Director
Offices:
Highlands Ranch, CO
303-470-1209
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Pat Kummer
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