Close
Skip to content

Find A Planning Specialist by Location

Our elite team of specialists lead the industry in planning expertise and solutions. Our national network gives us access to the latest planning solutions we see coast-to-coast.

To find a Planning Specialist in your area, see the interactive map below. If there is not currently a specialist in your location, please contact our National Line: (512) 961-1651

All

Bruce Popper, CFP® | ChFC®

Idaho, New Mexico, Oklahoma, Texas, Utah

View Bio

Bruce Rothbard, CLU® | ChFC®

New Jersey, New York (Manhattan Wells Fargo)

View Bio

John Riggs

Missouri

View Bio

Matthew T. Workman, CLU®

Arizona

View Bio

Simon J. Owen, CFP®, CLU®, ChFC®

California

View Bio

Steven Kampwerth, CFP®

Texas

View Bio