Colter Niezgodzki
Client Service Specialist
Connie Fornberg
Client Service Specialist
Jose Garcia
Sr. Client Service Specialist
Karen Rasmussen, FPQPTM
Operations Manager
Lillian Patrikios
Sr. Client Service Specialist
Madison Cosgriff
Client Service Specialist
Robert Hendrickson
Sr. Client Service Specialist
Stefan Madaffari
Service Operations Associate
Theresa Nichols
Client Service Specialist
Zachary Desjardins
Client Service Specialist
Anthony Flores
Regional Vice President
Brett Sperin
Sr. Vice President
Rose Cooke
Regional Vice President
Ted Panagiotopoulos
Regional Vice President
Tony Bouton
Regional Vice President
Nicholas Semko, CFP®, CRPC®, CMFC®
Managing Director, Channel Client Development
Kimberly Maxwell
Associate Vice President
Joey Luciano
Financial Planner
Josh Johnson
Financial Planner
Gerard P. Levesque
Tax Manager

