91ÂÛ̳

Helping you elevate your financial potential

The National Planners Team

    Aaron Kirkland

    Director, Financial Planning

    Aaron Kirkland

    Adam Roslovic

    Director, Financial Planning

    Adam Roslovic

    Alex Pinn

    Director, Financial Planning

    Alex Pinn

    Alex Shurin

    Director, Financial Planning

    Alex Shurin

    Amanda Salyer

    Director, Financial Planning

    Amanda Salyer

    Andrew Band

    Director, Financial Planning

    Andrew Band

    Andrew Greene

    Director, Financial Planning

    Andrew Greene

    Andrew Gullion

    Director, Financial Planning

    Andrew Gullion

    Andrew Thomas

    Director, Financial Planning

    Andrew Thomas

    Andrew Torres

    Director, Financial Planning

    Andrew Torres

    Andy Smith

    Executive Director, Financial Planning

    Andy Smith

    Anthony Arriaran

    Director, Financial Planning

    Anthony Arriaran

    Anthony Badillo

    Director, Financial Planning

    Anthony Badillo

    Ashley Decker

    Director, Financial Planning

    Ashley Decker

    Ashley Zephir

    Director, Financial Planning

    Ashley Zephir

    Brad Hartzel

    Director, Financial Planning

    Brad Hartzel

    Brad Maurer

    Director, Financial Planning

    Brad Maurer

    Brad Holly

    Director, Financial Planning

    Brad Holly

    Brandon Bell

    Director, Financial Planning

    Brandon Bell

    Brett Perlman

    Director, Financial Planning

    Brett Perlman

    Brett Stephens

    Director, Financial Planning

    Brett Stephens

    Brian Mueller

    Director, Financial Planning

    Brian Mueller

    Bruce Alden

    Director, Financial Planning

    Bruce Alden

    Bryan Keorlet

    Director, Financial Planning

    Bryan Keorlet

    Bryan Kiernan

    Director, Financial Planning

    Bryan Kiernan

    Carlos Rodriguez

    Director, Financial Planning

    Carlos Rodriguez

    Carrington Conley

    Director, Financial Planning

    Carrington Conley

    Chance Vogel

    Director, Financial Planning

    Chance Vogel

    Charles Rapp

    Director, Financial Planning

    Charles Rapp

    Charlie Scott

    Director, Financial Planning

    Charlie Scott

    Chase Gorman

    Director, Financial Planning

    Chase Gorman

    Cheryl Langston

    Director, Financial Planning

    Cheryl Langston

    Chris Caposey

    Director, Financial Planning

    Chris Caposey

    Chris Forsyth

    Director, Financial Planning

    Chris Forsyth

    Chris Sparks

    Director, Financial Planning

    Chris Sparks

    Chris Werner

    Director, Financial Planning

    Chris Werner

    Chris Miller

    Director, Financial Planning

    Chris Miller

    Chris Ziola

    Director, Financial Planning

    Chris Ziola

    Cimalie Zoy

    Director, Financial Planning

    Cimalie Zoy

    Clay Ernst

    Executive Director, Financial Planning

    Clay Ernst

    Corey Fast

    Director, Financial Planning

    Corey Fast

    Dale Hansen

    Director, Financial Planning

    Dale Hansen

    Daniel Humphrey

    Director, Financial Planning

    Daniel Humphrey

    Daniela Villegas

    Director, Financial Planning

    Daniela Villegas

    Darcey Keller

    Director, Financial Planning

    Darcey Keller

    Darrin Wolff

    Director, Financial Planning

    Darrin Wolff

    David Bailey

    Director, Financial Planning

    David Bailey

    Dave Balestriere

    Director, Financial Planning

    Dave Balestriere

    Dean Hessler

    Director, Financial Planning

    Dean Hessler

    Dimas Lizardo

    Director, Financial Planning

    Dimas Lizardo

    Dominic Chavez

    Director, Financial Planning

    Dominic Chavez

    Doug Corp

    Director, Financial Planning

    Doug Corp

    Dylan Barr

    Director, Financial Planning

    Dylan Barr

    Ed Callahan

    Director, Financial Planning

    Ed Callahan

    Ed Sturdivant

    Director, Financial Planning

    Ed Sturdivant

    Eddie Lee

    Director, Financial Planning

    Eddie Lee

    Eric Lasso

    Director, Financial Planning

    Eric Lasso

    Eric Wasson

    Director, Financial Planning

    Eric Wasson

    Fearghal O'Riain

    Director, Financial Planning

    Fearghal O'Riain

    Fran Petrangelo

    Director, Financial Planning

    Fran Petrangelo

    Frank Barkanic

    Director, Financial Planning

    Frank Barkanic

    Gian Deguzman

    Director, Financial Planning

    Gian Deguzman

    Glynis Banhan

    Director, Financial Planning

    Glynis Banhan

    Greg Colonna

    Director, Financial Planning

    Greg Colonna

    Greg Dexheimer

    Director, Financial Planning

    Greg Dexheimer

    Haley Hofeld

    Director, Financial Planning

    Haley Hofeld

    Ian Gedminas

    Director, Financial Planning

    Ian Gedminas

    Jaci Iannello

    Director, Financial Planning

    Jaci Iannello

    James Golichowski

    Director, Financial Planning

    James Golichowski

    Jane Lang

    Director, Financial Planning

    Jane Lang

    Jason Dixon

    Director, Financial Planning

    Jason Dixon

    Javier Lucero

    Director, Financial Planning

    Javier Lucero

    Jennifer Keiling

    Director, Financial Planning

    Jennifer Keiling

    Jim Halloran

    Director, Financial Planning

    Jim Halloran

    Jim Horn

    Director, Financial Planning

    Jim Horn

    Joanna Cecilia-Fleming

    Director, Financial Planning

    Joanna Cecilia-Fleming

    Jon Hemmesch

    Director, Financial Planning

    Jon Hemmesch

    Jonathan Merrigan

    Director, Financial Planning

    Jonathan Merrigan

    Josh Andreasen

    Director, Financial Planning

    Josh Andreasen

    Justin Beavers

    Director, Financial Planning

    Justin Beavers

    Justin Kattau

    Director, Financial Planning

    Justin Kattau

    Justine Gidaro

    Director, Financial Planning

    Justine Gidaro

    Katie Creed

    Director, Financial Planning

    Katie Creed

    Kay Russell

    Director, Financial Planning

    Kay Russell

    Keith Truex

    Director, Financial Planning

    Keith Truex

    Kellie Cozzens

    Director, Financial Planning

    Kellie Cozzens

    Kevin Hamel

    Director, Financial Planning

    Kevin Hamel

    Kyle Nolan

    Director, Financial Planning

    Kyle Nolan

    Lakeisha Hill

    Director, Financial Planning

    Lakeisha Hill

    Lavonne Patterson

    Director, Financial Planning

    Lavonne Patterson

    Lisa Benchaabane

    Director, Financial Planning

    Lisa Benchaabane

    Loran Coffman

    Director, Financial Planning

    Loran Coffman

    Maria Santiago

    Director, Financial Planning

    Maria Santiago

    Mark DiGiovanni

    Director, Financial Planning

    Mark DiGiovanni

    Mark Ligeski

    Director, Financial Planning

    Mark Ligeski

    Mark Rowley

    Director, Financial Planning

    Mark Rowley

    Matt Duskey

    Director, Financial Planning

    Matt Duskey

    Matt Ganskopp

    Director, Financial Planning

    Matt Ganskopp

    Matt Ulrick

    Director, Financial Planning

    Matt Ulrick

    Matt Wollick

    Director, Financial Planning

    Matt Wollick

    Megan Sowinski

    Director, Financial Planning

    Megan Sowinski

    Mel Lambert

    Director, Financial Planning

    Mel Lambert

    Michael Gavin

    Director, Financial Planning

    Michael Gavin

    Michael Gnefkow

    Director, Financial Planning

    Michael Gnefkow

    Michael Jergens

    Director, Financial Planning

    Michael Jergens

    Mike Meuse

    Director, Financial Planning

    Mike Meuse

    Nate Parks

    Director, Financial Planning

    Nate Parks

    Nathan Bardin

    Director, Financial Planning

    Nathan Bardin

    Nick Friedman

    Director, Financial Planning

    Nick Friedman

    Nicole Paradise

    Director, Financial Planning

    Nicole Paradise

    Patrick Durbin

    Director, Financial Planning

    Patrick Durbin

    Pat Strodtman

    Director, Financial Planning

    Pat Strodtman

    Paul Dau

    Director, Financial Planning

    Paul Dau

    Paul Raab

    Director, Financial Planning

    Paul Raab

    Paul Rubacka

    Director, Financial Planning

    Paul Rubacka

    Peter Fleming

    Director, Financial Planning

    Peter Fleming

    Phil Wilson

    Director, Financial Planning

    Phil Wilson

    Rebecca Pawuk

    Director, Financial Planning

    Rebecca Pawuk

    Rita Head

    Director, Financial Planning

    Rita Head

    Rohi Batra

    Director, Financial Planning

    Rohi Batra

    Rose Niang

    Director, Financial Planning

    Rose Niang

    Rosh Mangalat

    Director, Financial Planning

    Rosh Mangalat

    Ryan Cosgrove

    Director, Financial Planning

    Ryan Cosgrove

    Ryan Poirier

    Director, Financial Planning

    Ryan Poirier

    Sara Uh

    Director, Financial Planning

    Sara Uh

    Sasha Shteyn

    Director, Financial Planning

    Sasha Shteyn

    Scott Garrigus

    Director, Financial Planning

    Scott Garrigus

    Scott Wolford

    Director, Financial Planning

    Scott Wolford

    Sean Glazier

    Director, Financial Planning

    Sean Glazier

    Seth Gusman

    Director, Financial Planning

    Seth Gusman

    Shannon Daly

    Director, Financial Planning

    Shannon Daly

    Spencer Crow

    Director, Financial Planning

    Spencer Crow

    Steve Freedman

    Director, Financial Planning

    Steve Freedman

    Taralee Sundberg

    Director, Financial Planning

    Taralee Sundberg

    Ted Borowiak

    Director, Financial Planning

    Ted Borowiak

    Thomas Colantuno

    Director, Financial Planning

    Thomas Colantuno

    Trent Davidson

    Director, Financial Planning

    Trent Davidson

    Tyler Brown

    Director, Financial Planning

    Tyler Brown

    Tyler Kraus-Sanders

    Director, Financial Planning

    Tyler Kraus-Sanders

    Wendy Martinez

    Director, Financial Planning

    Wendy Martinez

    Widmark Cano

    Director, Financial Planning

    Widmark Cano

    Yolanda Waters

    Director, Financial Planning

    Yolanda Waters

    Zachery West

    Director, Financial Planning

    Zachery West

    Gayle Rodriguez

    Financial Planner

    Gayle Rodriguez

    Joe Olivo

    Financial Planner

    Joe Olivo

    Kurt Finchum

    Financial Planner

    Kurt Finchum

    Taylor Hargett

    Financial Planner

    Taylor Hargett

    Travis Adams

    Financial Planner

    Travis Adams

    Will Logan

    Financial Planner

    Will Logan

    Zack Devine

    Financial Planner

    Zack Devine

    Matt Collington

    Financial Planner

    Matt Collington

    Mike Trezza

    Financial Planner

    Mike Trezza

    Michael Biancosino

    Financial Planner

    Michael Biancosino

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Meet some of our clients

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In their own words, clients explain how we've changed their lives.

The National Planners Team

Frequently Asked Questions

No matter where your financial journey starts with us – from your first paycheck into and through retirement – we bring to bear an expert team, patent-awarded investment technology and a full array of services designed to help you transition from one milestone to the next. And our firm is award-winning, but awards are simply the result of our passion for helping our clients. As a fiduciary, when it comes to investment advice, we’re dedicated to applying that passion with personal and objective wealth planning and investment management services that put our clients and their best interests first, always. When you put your trust in us, you’ve chosen the firm named byÌýµþ²¹°ù°ù´Ç²Ô’s* – awarded each September (2018-2024) byÌýµþ²¹°ù°ù´Ç²Ô’s, based on data within a 12-month period – as the nation’s top independent Registered Investment Advisor for the seventh consecutive year.

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*The µþ²¹°ù°ù´Ç²Ô’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to 91ÂÛ̳ Engines as the top mega RIA. The 2018 ranking refers to 91ÂÛ̳ Services, LLC, which combined its entire advisory business with Financial Engines Advisors L.L.C. (FEA) in Nov. 2018 and where FEA received a precombination ranking of 12th.

Becoming an 91ÂÛ̳ Engines client is a straightforward process. The first step is to schedule an initial consultation with a financial advisor in your area. After this meeting, if you and your advisor mutually agree that it makes sense for you to become an EFE client, the advisor will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing 91ÂÛ̳ Engines to manage your portfolio. Your advisor will be with you every step of the way as you embark on your new journey. Connect with a planner to get started.

Your wealth planning team is led by your advisor, who will get to know you – your specific goals, your concerns and what you want to accomplish. Together, you’ll clarify what wealth means to you and explore how much further you’d like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.

The latest insights from our experts