Any organization is only as good as its people. And at Frontier Wealth Management, we are committed to hiring the best people we possibly can. Each team member shares our firm’s commitment to our core values of Transparency, Engagement, Resourcefulness and Advocacy. Team members all work together collaboratively toward our purpose of identifying financial challenges and providing solutions that will simplify our clients’ lives and empower them with confidence.

Select Advisor Program Leaders


Senior Wealth Advisor

David has provided comprehensive financial planning and investment consulting to high-net-worth individuals, including many notable CEOs, CFOs and other senior executives, since 1994. David has extensive experience in portfolio management, retirement planning, estate planning and income tax planning. Prior to joining Frontier, he served on the Investment Management Committee for a boutique investment firm managing more […]


Strategic Wealth Coach

Roger joined Frontier Wealth Management (formerly Comprehensive Personal Financial Advisors) in September 2010 as a Strategic Wealth Coach. Roger retired from PriceWaterhouseCoopers LLP (PwC) on June 30, 2010. He was with PwC for 37 years and served in a variety of roles within the firm. Although a tax partner by background, specializing in individual and […]

Wealth Advisors


Partner, Senior Wealth Advisor

Clay brings nearly 25 years of business development, financial management and leadership…


Senior Wealth Advisor

Jill started as Senior Advisor in 2007. She has more than 20 years’ experience in financial…


Senior Wealth Advisor

Kelly brings more than 20 years of experience in income tax planning and compliance…


Partner, Senior Wealth Advisor

As a Senior Wealth Advisor, Matt works extensively with high-net-worth…


Senior Wealth Advisor

Prior to joining Frontier Wealth Management, Richard was the founder…


Partner, Senior Wealth Advisor

Troy is a Senior Wealth Advisor at Frontier Wealth Management…

Specialists and Advisor Support


Advisor Support Specialist

As the Advisor Support Specialist, Blake assists the Advisor Services…


Senior Financial Planner

Mark serves as the Director of Financial Planning at Frontier. Prior…


Client Service Specialist

As a Client Service Specialist, Shannon works closely with the wealth advisors in…


Client Service Specialist

Shannon joined the Frontier team in 2014 with a proven track record of providing…