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Investment strategists

Our team of nationally recognized investment strategists dive deep every day to find the gems hidden in data overload. They put it all in context and give our clients new perspectives perhaps not previously considered.

  • Meagan Dow's head shot

    Meagan Dow

    Senior Strategist, Client Needs Research

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  • Zach Gildehaus headshot

    Zach Gildehaus

    Strategist, Business Owner Advice & Guidance

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  • Angelo Kourkafas' head shot

    Angelo Kourkafas

    Senior Strategist, Investment Strategy

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  • Tom Larm head shot

    Tom Larm

    Strategist, Investment Strategy

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  • Mona Mahajan's head shot

    Mona Mahajan

    Principal, Investment Strategy

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  • Julie Petrera

    Senior Strategist, Client Needs, Canada

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  • Amy Theisen's head shot

    Amy Theisen

    Senior Strategist, Estate, Legacy and Charitable

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  • Scott Thoma's head shot

    Scott Thoma

    Principal, Client Needs Research

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  • Katherine Tierney's head shot

    Katherine Tierney

    Senior Strategist, Retirement and Tax

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