Christina Sheldon
Client Service Specialist
Jen Montero, FPQP™
Sr. Client Service Specialist
Lauren Schellhammer
Manager, Client Service
Marie Levinsky
Sr. Client Service Specialist
Rasheed Jarmon
Client Service Specialist
Edward Dunphy
Regional Vice President
John Walker
Regional Vice President
Kevin Dillon, CFP®, CRPC®
Sr. Vice President
Evan Salter
Financial Planner
John Paul Bradley, CFP®, CPWA®
Financial Planner
Rachel Roach
Manager, Financial Planner

