Lisa Goodman
Regional Vice President
Marc A. Normann
Sr. Vice President
Susy Gibo
Sr. Client Development Associate
Lindsay O’Toole
SVP, Investment Platform Operations
Angelo Altoveros
Client Service Specialist
Ayman Azabo
Sr. Client Service Specialist
Connor Umbenhaur
Client Service Specialist
Evan Jewett, MSF
Client Service Specialist
Jacob Lynch
Wealth Strategist
Jared Greenberger
Client Service Specialist
Jessica Villarin
Client Service Specialist
Jonathan Tull
Client Service Specialist
Kailen Huffman
Sr. Client Service Specialist
Maria Baylon
Manager, Client Service
Rubi Contreras
Manager of Operations
Shaya Reiisieh
Client Service Specialist
Zhanar Jerew
Client Service Specialist

