
Committee
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Sonia M. Agee, Esq.
Partner
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James M. Allen, Esq.
Partner
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Matthew Brady
Managing Director
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Jennifer Friedman, Esq.
Partner
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Matthew Ives, CFP
Executive Director, Wealth Advisor, Portfolio Management Director
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Julie Kwon, Esq.
Partner
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Ingrid Mittermaire
Attorney
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Pat Phillips
Wealth Architect
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Cynthia Rowland
Attorney
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Elizabeth Sevilla
Tax Partner
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Ryan Szczepanik
Wealth Advisor
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Quynh T. Tran
Attorney
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Tom van Loben Sels
Partner
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Barbara Wright, Esq.
Partner
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John Wunderling, Esq.
Partner
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Jeff Yoakum
CFP