Ted Panagiotopoulos
Regional Vice President
Tony Bouton
Regional Vice President
Alex Sutherland, AAMS®
Wealth Strategist
Aniya Michelle Mason
Client Service Specialist
Chris Anderson
Client Service Specialist
Claudia Ona
Sr. Client Services Specialist
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
Nikki Keophet
Client Service Specialist
Robert Hendrickson
Sr. Client Service Specialist
Stefan Madaffari
Relationship Manager
Theresa Nichols
Client Service Specialist
Zachary Desjardins
Client Service Specialist
Joseph Luciano
Financial Planner
Josh Johnson
Financial Planner
Remi Sampson, CFA®
Director, Portfolio Consulting

