Client Portal

Planning, Investments, Research & Technology

Scott Pinkerton

Scott Pinkerton

Senior Planner, Managing Partner

CFP®, AIF®, CIMA®, CPWA®

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Alex Herrington

Alex Herrington

President, Planner

CFP®

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Joel Johnson

Joel Johnson

Director of Planning, Signature Services

CFP®, CPWA®, CFA®, CAIA®

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Betsy Steiner

Director, Family Office Services

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Larry Cuervo

Senior Planner, Signature Services

CFP®

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Brad Patton

Planner

CFP®, ChFC®, CWS®, CRPC, AAMS

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James Stamper

James Stamper

Planner

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Carter Couchot

Carter Couchot

Paraplanner

FPQP®, CRPC

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Pedro Leon, paraplanner at FourThought Private Wealth

Pedro Leon

Paraplanner

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Jake MacFarlane

Senior Research Analyst

CFP®, CFA®

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Brett Keyso

Investment Analyst

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Service

Patty Nogalski

Director of Client Service, Signature Services

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Casey Tuzik

Casey Tuzik

Senior Client Service Manager

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Igor Didyk

Client Service Manager, Signature Services

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Christian Perez

Client Service Manager

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Kyle Jones

Client Service Manager

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Compliance & Operations

Christopher Fagley

Chief Operations Officer, Chief Compliance Officer

CFP®

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Ryan McCormack

Ryan McCormack

Platform Operations Specialist

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Rachel Clark

Rachel Clark

Client Experience Coordinator

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