Elisha Sanchez, MBA, WMS™
Client Development Associate
Eric Mallory
Client Service Specialist
Jake Ratana
Client Service Specialist
Jann Leonard
Manager, Client Service
Josie Gonzalez Solorio
Manager, Client Service
Melody Manzanedo
Manager, Client Service
Naeshia Mota
Manager, National Client Service Specialist
Owen Good
Relationship Manager
Shiraz Baig
Client Service Specialist
Tanya Thomasson, CFP®
Sr Director, Client Service – Regis Group & PM
Tess Gold, IACCP®
Sr. M&A Comp Analyst
Wendy Reeves, WMS℠
Relationship Manager
Jeff Blum
Regional Vice President
Andrew Beck, MBA
Sr. Vice President
Tim Kallas
Sr. Vice President
Fred Xuereb
Sr. Client Development Associate
Alejandro H. Aguilar, MBA, CFA
Sr. Financial Planner
Nick LoCicero
Wealth Strategist
Parker Landolf
Financial Planner
Codie Marie Ng
Tax Associate

