Wealth Planning

Regional Directors of Financial Planning

Neil Teubel, Head of Finanial Planning
Chad Jaffee, New York
Amanda Valenti, Southeast
Jeremy Hudson, Texas
Josh Larson, Central
Laura Godine, New England
Erik Nelson, West

Wealth Transfer Specialists

John Schuman, Head of Wealth Transfer
Chad Jaffee, East Region
Steve Novak, Central Region
John Boylston, West Region
Sabrina Lai, West Region
KC Corkery, Wealth Transfer Subcommittee Member
Jason Cross, Wealth Transfer Subcommittee Member
Lesley Draper, Wealth Transfer Subcommittee Member
John N. Roberts, Wealth Transfer Subcommittee Member