Jake Ratana
Service Operations Associate
Jann Leonard
Service Operations Associate
Josie Gonzalez Solorio
Sr. Manager, Client Service
Mary Ann Sullivan
Relationship Manager
Melody Manzanedo
Manager, Client Service
Moises Juarez
Relationship Manager
Naeshia Mota
Manager, National Client Service Specialist
Owen Good
Relationship Manager, Regis
Suzanne Guzaitis
Relationship Manager
Tanya Thomasson, CFP®
Sr Director, Client Service – Regis Group & PM
Tony Bullocks
Relationship Manager
Victoria Mitchell
Relationship Manager
Wendy Reeves, WMS℠
Relationship Manager
Jeff Blum
Regional Vice President
Mike Turley
Regional Vice President
Andrew Beck, MBA
Sr. Vice President
Tim Kallas
Sr. Vice President
Bora Yucekul
Client Development Associate
Elisha Sanchez, MBA, WMS™
Client Development Associate
Fred Xuereb
Sr. Client Development Associate
