Parker Landolf
Financial Planner
Alex Murphy
Client Service Specialist
Angela Piccioni
Client Service Specialist
Austin Jamati, CFP®, CPA
Financial Planner
Elisha Sanchez, MBA, WMS™
Client Development Associate
Eric Mallory
Client Service Specialist
Heather Curtis
Sr. Client Service Specialist
Jake Ratana
Client Service Specialist
Jann Leonard
Manager, Client Service
Josie Gonzalez Solorio
Manager, Client Service
Laurel Portman
Client Service Specialist
Melody Manzanedo
Manager, Client Service
Naeshia Mota
Manager, National Client Service Specialist
Owen Good
Relationship Manager
Robin Drummond
Client Service Specialist
Shiraz Baig
Client Service Specialist
Tanya Thomasson, CFP®
Director, Client Service – UHNW & Private Markets
Tess Gold, IACCP®
Sr. M&A Comp Analyst
Wendy Reeves, WMS℠
Relationship Manager
Tim Kallas
Sr. Vice President
