George Office

• 

Liz Kishel, CFP®

Financial Advisor

Anna Lui2022-09-20T22:11:50+00:00Advisory Team, George Office, Office Locations|

• 

Alana Watson

Planning Associate

Joy Zaykoski2022-08-05T18:13:21+00:00Advisory Team, George Office, Office Locations|

• 

Laurie A. Vitali, JD

Chief People Officer

Joy Zaykoski2022-07-05T16:10:14+00:00George Office, Human Resources, Compliance, Technology and Marketing, Leadership Team, Office Locations|

• 

Stacey Dougherty

Client Service Associate

Joy Zaykoski2022-03-03T18:14:46+00:00Advisory Support, George Office, Office Locations|

• 

Rakhee Gor

Senior Operations Associate

Joy Zaykoski2020-12-07T14:42:49+00:00George Office, Office Locations, Operations|

• 

Mark Willoughby, CFA®, CFP®, ACA

Principal & Wealth Manager

Anna Lui2022-04-07T21:47:18+00:00Advisory Team, George Office, Office Locations, Principals|

• 

Robert Sinsheimer, MBA, CPA, CFP®, RICP®

Wealth Manager

Anna Lui2021-10-27T18:23:59+00:00Advisory Team, George Office, Office Locations|

• 

Salome A. Rose

Client Service Advisor

Anna Lui2022-01-01T04:30:10+00:00Advisory Support, George Office, Office Locations|

• 

Ryan L. Pope, CFP®

Principal & Wealth Manager

Anna Lui2022-08-17T14:05:22+00:00Advisory Team, George Office, Office Locations, Principals|

• 

Aaron Mellman, CFP®

Planning Associate

Anna Lui2022-04-27T15:59:44+00:00Advisory Team, George Office, Office Locations|