Bio
Strategic Partner & Advisor
New York & New Jersey
Brian Flynn
Financial Advisor, Partner
New York & New Jersey
Mike Brown
Financial Advisor, Partner
Utah
Kathleen Barlow
Financial Advisor, Managing Director
Virginia
Melissa Clark
Director of Planning
Virginia
Angela Lessor CDFA® CFP®
Financial Advisor
Northern California
Brett Agnew CFP®
Financial Advisor
Northern California
Kristin Bartlow CFP®, CLU®, RICP®, CHFC®, WMCP®
Financial Advisor, Managing Director
Seattle
Laurie Adams
Financial Advisor, Managing Director
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