
Rebecca Wolman
Financial Planner

Anika Turc
Client Service Specialist

Brittnae Lacy
Client Service Specialist

Charlene Miller
Sr. Client Service Specialist

Danielle Frazier, CFP®
Sr. Manager, Client Service

Justine Unbehend
Client Service Specialist

Midori Anderson
Client Service Specialist

Samantha Hoover
Client Service Specialist

Taylor Johnson
Client Service Specialist