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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


Bruce Popper, CFP® | ChFC®

Idaho, New Mexico, Oklahoma, Texas, Utah

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Bruce Rothbard, CLU® | ChFC®

New Jersey, New York (Manhattan Wells Fargo)

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John Riggs


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Matthew T. Workman, CLU®


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Simon J. Owen, CFP®, CLU®, ChFC®


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Steven Kampwerth, CFP®


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