How to navigate the 2025 Tax Cuts and Jobs Act sunset

Meet your personal finance department

Our team of experienced professionals across investments, operations, technology and client services are passionate about providing the best possible service to our advisors and clients.

  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member
  • team member