Grace Chyun
Sr. Client Service Specialist
Jasmine Honda
Client Service Specialist
Kirk Fagot
Service Operations Associate
Laura Madariaga
Lead Client Service Specialist
Martha Kilfoy
Client Service Specialist
Matthew Crow
Managing Director, Channel Client Development
Nancy R. Hudak
Director, Partner Success
Nick Gomez
Client Service Specialist
Pamela Brown
Client Service Specialist
Roxanne Konieczka
Client Service Specialist
Alexandra Mendoza, CFP®
Manager, Financial Planner
Brendan Corbett, CFP®
Financial Planner
Eunice Kim, MBA, CIMA®, CFP®
Sr. Financial Planner
Hannah Van Essen
Financial Planner
Bettina Marchetto, CPA, MBA, MST
Tax Director
Carly Funke
Tax Associate
Matt Stratman, EA
Sr. Tax Associate
Rouba Khzam, CPA
Sr. Tax Associate
Lisa Goodman, MBA
Sr. Vice President
Susy Gibo
Sr. Client Development Associate
