Eric Mallory
Relationship Manager
Ethan Francais
Relationship Manager
Jaclyn Aragon
Relationship Manager
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
Tony Bullocks
Relationship Manager
Victoria Mitchell
Relationship Manager
Wendy Reeves, WMS℠
Relationship Manager
Austin Jamati, CFP®, CPA
Financial Planner
Dallin Sorensen
Financial Planner
Codie Marie Ng
Tax Associate
Andrew Beck, MBA
Sr. Vice President
Tim Kallas
Sr. Vice President
