Stephen Jacobson, CFP®
Associate Wealth Advisor
Stephen L. West, CFP®, ChFC®, AIF®, CRPS®
Sr. Wealth Advisor
Mckenna Wieser, CFP®
Regional Vice President
Amber Adams
Manager, Client Service
Julie Logan
Client Service Specialist
Nadege Maximin-Fiester
Manager, Client Service
Nicole Hankins
Manager, Client Service
Douglas Gilbert
Sr. Vice President

