Search results for:
Ted Panagiotopoulos
Regional Vice President
Tony Bouton
Regional Vice President
Chris Anderson
Client Service Specialist
Colter Niezgodzki
Client Service Specialist
Jose Garcia
Sr. Client Service Specialist
Karen Rasmussen, FPQPTM
Operations Manager
Lisa J. Miller, FPQP™
Manager of Operations
Marlie Montgomery
Client Service Specialist
Nikki Keophet
Client Service Specialist
Stefan Madaffari
Relationship Manager
Suzanne Randolph
Manager, Client Service
Theresa Nichols
Client Service Specialist
Josh Johnson
Financial Planner
Remi Sampson, CFA®
Director, Portfolio Consulting
Samuel Vanadia
Tax Associate
Emily Sipes, CFP®
Sr. Client Development Associate
Ben Kautz, CFP®
Executive Managing Partner, East Division
Courtney Foley
Sr. Retirement Plan Manager

