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

36

(CFP®)
Certified Financial Planners™

15

(CFA®)
Chartered Financial Analysts®

8

(CPA)
Accountants

6

(JD)
Attorneys

4

(CPWA)
Certified Private Wealth Advisor®

4

(CTFA)
Certified Trust Financial Advisers

3

(CAIA)
Chartered Alternative Investment Analysts

2

(CDFA®)
Certified Divorce Financial Analysts®

1

(ChSNC®)
Chartered Special Needs Consultant®

shelly
altman
Senior Wealth Analyst
ben
andrew
Senior Wealth Analyst
matt
argyropoulos
Wealth Manager
carla
avendano
Wealth Analyst
amin
baradaran
Wealth Advisor
matt
boissoneault
Client Associate
penny
bunch
Senior Wealth Analyst & Trust Services
scott
butterfield
Vice Chair
scott
byrnes
Wealth Manager
glenn
callahan-mayo
Wealth Analyst
patrick
callihan
Client Service Manager
bryan
cass
Wealth Manager
chris
certo
Wealth Analyst
preeti
chamber
Wealth Analyst
jennifer
chan
Wealth Manager
clarisse
chavez
Client Associate & Trust Services
whitney
chivinski
Client Associate & Trust Services
sheena
coenen
Senior Client Associate
christy
covalesky
Wealth Manager
trey
cranney
Wealth Analyst
caroline
cruz
Client Associate
kaitlyn
dong
Client Associate
kate
donnelly
Wealth Manager
stephen
dower
Senior Wealth Analyst
scott
dresser
Senior Wealth Analyst
maggie
fennie
Senior Wealth Analyst
david
ferguson
Wealth Manager
jack
fraser
Client Associate
kari
frink
Senior Wealth Analyst & Trust Services
holly
galbrecht
Wealth Manager
lin
gong
Wealth Manager
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
dave
hill
Senior Wealth Analyst
nicole
ho
Senior Client Associate
lyssa
holman grimaldo
Wealth Manager
natalee
holt
Client Associate
kristin
hulquist
Wealth Analyst
sean
hummel
Wealth Analyst
ehmer
jafar
Client Associate
brian
johnson
Wealth Manager
brendan
jung
Wealth Advisor
nick
kanzaki
Wealth Manager
palak
kapur
Client Associate 
keon
khamsehpour
Wealth Manager
joelle
klimok
Client Associate
kerina
koch
Senior Operations Associate and Equity, Inclusion, & Culture Manager
matthew
kolakowski
Wealth Advisor
andrew
kouchi
Senior Client Associate
debra
Kuang
Wealth Manager
anissa
labyad
Senior Wealth Analyst
wendy
lai
Wealth Manager
teri
LaMar
Wealth Manager
karen
leech
Wealth Manager
june
lim
Tax Specialist
francesca
llorente
Client Associate
jennifer
lucero
Client Associate & Trust Services
ela
lusky
Senior Wealth Analyst
rena
macoubrie
Client Associate & Trust Services
james
mahoney
Wealth Manager
sami
managhebi
Wealth & Tax Advisor
lauren
martin
Wealth Manager
kristi
mathisen
Managing Director, Tax & Financial Planning
william
mayer
Wealth Analyst
mason
mccollum
Senior Client Associate
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
nicole
notter
Client Associate
monica
padineant
Wealth Manager
laura
pantaleo
Wealth Manager
kendall
pentecost
Wealth Analyst
michael
prodromou
Wealth Advisor
maria
pyatigorsky
Wealth Manager
yvonne
razo
Senior Client Associate
cody
reaves
Wealth Manager
cameron
ribler
Wealth Advisor
vivian
rodas
Client Associate
andrea
rosales
Senior Wealth Analyst
jeff
sain
Wealth Manager & Trust Services
nayeli
sanchez
Senior Client Associate
aly
sanders
Wealth Analyst
trevor
sandner
Wealth Analyst
lee-norah
sanzo
Wealth Manager & Trust Services
monica
scheiber
Client Associate & Trust Services
max
schulte
Senior Client Associate
cassandra
scroggs
Senior Wealth Analyst & Trust Services
stephen
shimeld
Senior Client Associate
debra
smiley
Wealth Manager & Trust Services
brandon
smith
Director, Estate Planning
alex
smith
Client Associate
ryan
sprayberry
Wealth Analyst
heather
szegedi
Client Associate & Trust Services
leiya
tatad
Client Associate
megan
tom
Wealth Advisor
rodney
van belle
Wealth Manager
debra
wetherby
Founder & Wealth Manager
brian
whitaker
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