Retirement & planning
Elena Park, CFP®
Lead Wealth Advisor · Sacramento
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Expertise that feels personal
A dedicated relationship backed by specialists across planning, investing, tax, and legacy.
Portfolio strategy
Marcus Reed, CFA
Chief Investment Officer · Denver
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Tax planning
Priya Nandra, CPA
Director of Tax Strategy · Boston
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Estate planning
Daniel Whitfield, JD
Estate Strategist · Charlotte
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Retirement income
Grace Lin, CFP®
Retirement Income Lead · Denver
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Business owners
James Okafor, CFP®
Senior Wealth Advisor · Charlotte
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