Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Ryan Badger, CFP®

Sr. Wealth Advisor
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Amanda Coffey

Client Service Specialist

Cole Wenda

Client Service Specialist
Erica Lloyd

Erica Lloyd

Client Service Coordinator

Francheska Hill

Sr. Client Service Specialist
Ivan Lopez Colon

Ivan Lopez Colon

Sr. Client Service Specialist
Jefferson Bell headshot

Jefferson Bell, FPQP®

Client Service Specialist
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Jill Varnum

Manager, Client Service
Luana Savoreto Puglisi

Luana Puglisi

Manager, Client Service
Melissa Vance headshot

Melissa Vance

Sr. Client Service Specialist
Morgan-Barnwell

Morgan Barnwell

Client Service Specialist
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Nathan Touchberry

Client Service Specialist

Rebecca Upton

Financial Planner

Sana Alsalman

Sr. Client Service Specialist

Tamieka Bonner

Relationship Manager

Virginia Rutland

Client Service Specialist

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