Emily Sipes, CFP®
Regional Sales Associate
Fred Xuereb
Sr. Client Development Associate
Jackie Steczkowsk
Regional Sales Associate
Jacques Jagr
Sr. Client Development Associate
James Werner
Manager, Client Development Associate
Jenna Taylor
Client Development Associate
Kimberly Maxwell
Client Development Associate
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

