People

Work with real people who are also real experts.

Your LNW team is made up of caring, sociable folks who just happen to be very good at wealth management.

Meet them, and get a sense of the exceptional breadth and depth you tap into when you work with us.

Team Designation

38

(CFP®)
Certified Financial Planners™

12

(CFA®)
Chartered Financial Analysts®

7

(CPA)
Accountants

5

(JD)
Attorneys

3

(CPWA)
Certified Private Wealth Advisor®

5

(CTFA)
Certified Trust Fiduciary Advisors

2

(CAIA)
Chartered Alternative Investment Analysts

2

(CDFA®)
Certified Divorce Financial Analysts®

1

(ChSNC®)
Chartered Special Needs Consultant®

sami
adlesh
Wealth & Tax Advisor
shelly
altman
Senior Wealth Analyst
ben
andrew
Senior Wealth Analyst
ethan
arana
Client Associate
matt
argyropoulos
Wealth Manager
carla
avendano
Senior Wealth Analyst
amin
baradaran
Wealth Advisor
matt
boissoneault
Senior Client Associate
cassandra
brown
Senior Wealth Analyst & Trust Services
penny
bunch
Wealth Advisor & Trust Services
scott
byrnes
Wealth Manager
glenn
callahan-mayo
Wealth Analyst
patrick
callihan
Client Service Manager
bryan
cass
Wealth Manager
chris
certo
Wealth Analyst
preeti
chamber
Senior Wealth Analyst
jennifer
chan
Wealth Manager
whitney
chivinski
Senior Client Associate & Trust Services
jackson
clarke
Client Associate
sheena
coenen
Senior Client Associate
christy
covalesky
Wealth Manager
trey
cranney
Wealth Analyst
sam
crawford
Client Associate
caroline
cruz
Client Associate
kaitlyn
dong
Senior Client Associate
kate
donnelly
Wealth Manager
stephen
dower
Senior Wealth Analyst
scott
dresser
Wealth Advisor
maggie
fennie
Senior Wealth Analyst
david
ferguson
Wealth Manager
jack
fraser
Wealth Analyst
kari
frink
Wealth Advisor & Trust Services
brandon
gonzalez
Wealth Analyst
john
goodwin
Vice Chair & Chief Legacy Strategist
mike
graziano
Wealth Manager
chanel
griffith
Senior Wealth Analyst
marie
gurgel
Estate Planning Associate
cole
harper
Wealth Analyst
chris
hauswirth
Chief Business Development Officer
alana
hawkins
Senior Client Associate
ross
henry
Wealth Manager
steve
herzog
Wealth Manager
ursula
heuscher
Senior Client Associate & Trust Services
jen
hicks
Wealth Manager
nicole
ho
Senior Client Associate
lyssa
holman grimaldo
Wealth Manager
natalee
holt
Client Associate
kristin
hulquist
Wealth Analyst
ehmer
jafar
Senior Client Associate
brendan
jung
Wealth Advisor
nick
kanzaki
Wealth Manager
palak
kapur
Senior Client Associate
chitwan
kaur
Client Associate
keon
khamsehpour
Wealth Manager
kerina
koch
Senior Operations Associate and Equity, Inclusion, & Culture Manager
matthew
kolakowski
Wealth Manager
tiambie
kone
Client Associate
andrew
kouchi
Senior Client Associate
debra
Kuang
Wealth Manager
anissa
labyad
Senior Wealth Analyst
karen
leech
Wealth Manager
june
lim
Tax Specialist
francesca
llorente
Senior Client Associate
jennifer
lucero
Client Associate & Trust Services
ela
lusky
Senior Wealth Analyst
rena
macoubrie
Client Associate & Trust Services
james
mahoney
Wealth Manager
lauren
martin
Wealth Manager
kristi
mathisen
Managing Director, Tax & Financial Planning
william
mayer
Wealth Analyst
Mason
McCollum
Wealth Analyst
john
mell
Wealth Manager
mariel
mendelsohn
Wealth Analyst
rebecca
miles
Senior Wealth Analyst
jenna
moffat
Senior Client Associate & Trust Services
kate
morham
Wealth Manager
angie
myers
Wealth Analyst
sarah
myhre
Client Service Manager
allison
nakagawara
Client Associate
nicole
notter
Client Associate
denise
onate
Client Associate
monica
padineant
Wealth Manager
laura
pantaleo
Wealth Manager
kendall
pentecost
Wealth Analyst
michael
prodromou
Wealth Advisor
maria
pyatigorsky
Wealth Manager
cody
reaves
Wealth Manager
cameron
ribler
Wealth Advisor
vivian
rodas
Senior Client Associate
andrea
rosales
Senior Wealth Analyst
jeff
sain
Wealth Manager
leiya
salanger
Senior Client Associate
nayeli
sanchez
Senior Client Associate
aly
sanders
Wealth Analyst
trevor
sandner
Wealth Analyst
lee-norah
sanzo
Wealth Manager & Trust Services
monica
scheiber
Senior Client Associate & Trust Services
max
schulte
Wealth Analyst
stephen
shimeld
Wealth Analyst
diana
shiner
Wealth Manager & Trust Services
debra
smiley
Wealth Manager & Trust Services
brandon
smith
Director, Estate Planning
alex
smith
Client Associate
ryan
sprayberry
Wealth Analyst
heather
szegedi
Senior Client Associate & Trust Services
megan
tom
Wealth Advisor
debra
wetherby
Founder & Wealth Manager
patrick
wickre
Client Associate
carla
wigen
President, Trust Services
cara
williams
Chief Client Service Officer
breahna
wilson
Senior Client Associate
kyle
winterbotham
Wealth Manager
kirsten
wisdom
Wealth Analyst & Trust Services
tonye
wokoma
Wealth Analyst
lauren
wood
Wealth Manager
susan
zurek
Wealth Manager & Trust Services