Lacy Hartzler
Sr. Client Development Associate
Marzena Hanek
Client Development Associate
Matt Snyder
Regional Sales Associate
Murphy Adriano-Rhodes
Manager, Direct Client Development
Nikki Ivins
Sr. Client Development Associate
Spencer Anderson
Regional Sales Associate
Stacy Reen
Sr. Client Development Associate
Susan Evans, CFP®, CDFA®
Regional Vice President
Susy Gibo
Sr. Client Development Associate
Tyler Schaefer
Manager, 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 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
Blake Parker
Financial Planner

