Jasmine Honda
Relationship Manager
Jenna Martinez
Private Market Specialist
Laura Madariaga
Lead Client Service Specialist
Marjan Mahdavi
Manager, Client Service
Martha Kilfoy
Service Operations Associate
Matthew Crow
Managing Director, Channel Client Development
Nancy R. Hudak
Director, New Partner Experience
Nick Gomez
Client Service Specialist
Pamela Brown
Relationship Manager
Roxanne Konieczka
Service Operations Associate
Trisha Miller
Manager, Client Development Associates
David Ricci, CFP®
Regional Vice President
Brendan Archibald, CFP®
Regional Vice President
Lisa Goodman
Sr. Vice President
Kirk Fagot
Service Operations Associate
Susan Evans, CFP®, CDFA®
Regional Vice President
Susy Gibo
Sr. Client Development Associate
Alexandra Mendoza, CFP®
Manager, Financial Planner
Hannah Van Essen
Financial Planner
