Emily Botyos
Relationship Manager
Jiany Lindsey
Client Service Specialist
Lauren Schellhammer
Manager, Client Service
Mason Creekmore
Relationship Manager
Mathew Carrigy
Sr. Client Service Specialist
Norby Urena
Manager, Client Service
Rasheed Jarmon
Relationship Manager
Edward Dunphy
Regional Vice President
John Walker
Regional Vice President
Kevin Dillon, CFP®, CRPC®
Sr. Vice President
Amanda O’Sullivan
Client Development Associate
Stacy Reen
Sr. Client Development Associate
Bryan Corbitt, CFA®, CFP®
Sr. Financial Planner
Christopher Buldo
Financial Planner
Sharon Dahis
Financial Planner
Tammy Cooper, CPA, CFP®
Sr. Financial Planner
Elliott Giammarino
Tax Manager

