Strategy & Solution Design Team

Strategy & Solution Design Team

Jordan Smith, JD, LLM

Vice President, Advanced Design

Max Hunt

Vice President, Investments

Kevin Giganti

Insurance Design Manager

Jake Elias, CFP®, MBA

Senior Wealth Associate

Demetrius Edwards, MBA

Investment Analyst

Jon Brady

Jon Brady

Senior Banking Associate

Mara G. Shiffman

Premium Finance Associate

Brooke Miller

Brooke Miller

Insurance Design Analyst

Shannon Johnson

Shannon Johnson

Wealth Associate

Patrick Price

Patrick Price

Banking Associate

Wade Hoag

Wealth Associate