Andrew McFadden, MBA, CFP®
Senior Advisor/Founder
Crista Newman
Client Service Specialist
Devin Watts, CFP®
Advisor
Jarrett Suddarth, M.S., CFP®
Advisor
We Listen. We Collaborate. We Care.
People are the essence of any organization. That goes especially true for an advisory firm, since the advice you get will only be as smart and honest as your advisor. At Panoramic, we want our advisors today and thirty years from now to be the best in the business. That is why we hold high standards for everyone on our team. You can feel confident knowing that your advisor will emanate these qualities:
PASSIONATE
Our team consider themselves lucky to be helping physicians align their time and money with the people and values that are most important to them.
DOWN-TO-EARTH
Finances are intimidating. Our advisors simplify things, and take the time to help you understand your choices. We keep it light and make your experience enjoyable.
SMART
Our advisors are both book smart and street smart. Each one has mastered their craft through a combination of higher education and professional experience.
SAVVY
Our team members know a lot about investments and financial planning. But what makes them stand out is that they know their clients even better.