
Lacy Hartzler
Sr. Regional Client Development Associate

Marzena Hanek
Regional Sales Associate

Matt Snyder
Regional Sales Associate

Murphy Adriano-Rhodes
Manager, Direct Client Development

Nikki Ivins
Sr. Regional Client Development Associate

Spencer Anderson
Regional Sales Associate

Stacy Reen
Regional Sales Associate

Susan Evans, CFP®, CDFA®
Regional Vice President

Susy Gibo
Sr. Regional Client Development Associate

Aaron Bauer, CFP®, CSLP®
Sr. Manager, Financial Planning

Adam Stanowick, CFP®
Sr. Manager, Financial Planning

Alejandro H. Aguilar, MBA, CFA
Sr. Financial Planner

Alexandra Mendoza
Financial Planner

Alexis Kibbe, CFP®, CAP®
Sr. Financial Planner

Alexis Wilkinson
Financial Planner

Amanda Caster, CFP®, CDFA®
Financial Planner

Amy Boyd, CFP®
Sr. Financial Planner

Anuska Kovalcheck, CFP®, EA
Sr. Financial Planner

Autumn Vaughn, CFP®
Financial Planner

Bill Stadler
Financial Planner