David Buchanan
Relationship Manager
Jack Robertson
Service Operations Associate
Kelsie Fernandez
Client Service Specialist
Lisa Butler, FPQP®
Manager, Client Service
Mary Hamshou
Sr. Manager, Client Service
Piper Baker
National Client Service Specialist
Sharon Littell
Sr. Client Service Specialist
Brandon Williams, CFP®
Financial Planner
Zach Giltner, CFP®
Financial Planner

