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Experts you can trust

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When it comes to the people helping to guide your retirement strategy, credentials matter. That’s why we’ve assembled a team of first-rate subject matter experts whose insights guide our planners.

EMPOWERING OTHERS THROUGH KNOWLEDGE

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Nothing makes our writers happier than helping clients move their financial lives forward with relevant, actionable information.

  • Erin Gilmore Smith

    Director of Estate Planning

    With nearly 20 years of experience working with high-net worth clients and their families, Erin co-leads the Advanced Planning Strategies Estate Planning Team. Erin joined ÃÛѨÊÓƵ in 2022 and has expertise in estate and wealth transfer planning.

  • Jennifer Chomicki

    Senior Director, Advanced Planning Strategies

    Having started her career in communications, Jennifer brings those valuable skills and more than 20 years of experience in financial services to her role leading the Advanced Planning Strategies Team.

  • Lamu Dawa

    Director, Tax Advisory and Planning

    A Certified Public Accountant with more than 13 years of experience, Lamu is a senior member of the Advanced Planning Strategies Tax Team, helping planners and clients identify tax planning opportunities. As a part of her work, Lamu develops complex projections and reviews many types of tax plans.

  • Neil Gilfedder

    Executive Vice President of Investment Management & Chief Investment Officer

    As executive vice president of Investment Management and chief investment officer, Neil oversees the team that manages investments for all ÃÛѨÊÓƵ clients while helping them navigate the financial market cycles.

  • Rich Lahijani

    Director, Tax Advisory and Planning

    A Certified Public Accountant and Chartered Global Management Accountant® with 20 years of experience, Rich is a senior member of the Advanced Planning Strategies Tax Team, helping planners and clients identify tax planning opportunities that can help them achieve their financial goals.

  • Robert Bain

    Director of Insurance

    With more than 20 years of experience in the field, Rob leads the Advanced Planning Strategies Insurance Team, specializing in insurance guidance and planning. Rob joined ÃÛѨÊÓƵ in 2016 and holds a Certification for Long-Term Care (CLTC®).

  • Rodney Weaver

    Director, Estate Planning

    With more than 20 years of experience working with high-net worth clients, Rodney co-leads the Advanced Planning Strategies Estate Planning Team. Rodney joined ÃÛѨÊÓƵ in 2020 and has expertise in estate planning and wealth transfer.

  • Wei-Yin Hu

    Vice President, Financial Research and Strategy

    With more than 30 years of experience, Wei helps lead a team of financial researchers and portfolio strategists who work on stimulating problems that also have a real-world impact on people’s lives.

Our experts don’t work alone. Meet our editorial team.

you’ve done the research. now, take action.

  • 1. Connect with a planner

    Start by sharing some information about yourself and your financial outlook.

  • 2. Schedule your appointment

    One of our representatives will reach out to schedule an appointment to meet with a planner in person or virtually.

  • 3. Discuss your goals

    After a thorough conversation, your planner can create and deliver a personalized 
financial plan.