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

Shannon Johnson

Shannon Johnson

Wealth Associate