Search results for:
Evan Jewett, MSF
Client Service Specialist
Jacob Lynch
Wealth Strategist
Jared Greenberger, WMS™
Service Operations Associate
Jessica Villarin
Client Service Specialist
Jonathan Tull
Client Service Specialist
Kailen Huffman
Sr. Client Service Specialist
Maria Baylon
Manager, Client Service
Michael Caponera
Assistant Account Manager
Nancy R. Hudak
Director, Partner Success
Rubi Contreras
Sr. Manager, Client Service
Shaya Reiisieh
Client Service Specialist
Zhanar Jerew
Client Service Specialist
David Ricci, CFP®
Regional Vice President
Brendan Archibald, CFP®
Regional Vice President
Garret Ring
Regional Vice President
Susy Gibo
Sr. Client Development Associate
Luke Hiddessen
Financial Planner
Nicholas Cathcart, CPA, EA
Tax Manager
Tamara Ballensky, CPA®
Tax Manager
Kevin Jack, CFP®
Executive Managing Partner, Client Services and Planning
