Bora Yucekul
Client Development Associate
Elisha Sanchez, MBA, WMS™
Client Development Associate
Eric Mallory
Relationship Manager
Ethan Francais
Service Operations Associate
Jaclyn Aragon
Relationship Manager
Jake Ratana
Service Operations Associate
Jann Leonard
Service Operations Associate
Josie Gonzalez Solorio
Manager, Client Service
Mary Ann Sullivan, ChFC®, CLU®
Relationship Manager
Melody Manzanedo
Manager, Client Service
Moises Juarez
Relationship Manager
Naeshia Mota
Manager, National Client Service Specialist
Owen Good
Relationship Manager, Regis
Shiraz Baig
Service Operations Associate
Suzanne Guzaitis
Relationship Manager
Tanya Thomasson, CFP®
Sr Director, Client Service – Regis Group & PM
Tess Gold, IACCP®
Sr. Partner Integration Portfolio Data Analyst
Tony Bullocks
Client Service Specialist
Victoria Mitchell
Relationship Manager
Wendy Reeves, WMS℠, FPQP®
Relationship Manager, Regis
