Timothy Schmidt
Regional Vice President
Tony Bouton
Regional Vice President
Travis Poulos, CFP®
Regional Vice President
Adam Medina
Client Service Specialist
Adrienne Anderson
Sr. Manager, Client Service – Regis
Aileen Deutermann
Manager, Client Service
Alec Schneider
Client Service Specialist
Aleesha Grimes Zear
Sr. Manager, Client Service
Aleksandra Simic
Sr. Client Service Specialist
Alex Murphy
Relationship Manager
Alex Sutherland, AAMS®
Wealth Strategist
Alicia Smith
Director of Client Development – HNW Program Manager
Alissa Mayes
Service Operations Associate
Allison Lathrop
Manager, Client Service
Allison Rozell
Relationship Manager
Ally Keasler
Sr. Client Service Specialist
Allysha Blackman
Relationship Manager
Amanda Coffey
Client Service Specialist
Amanda James
Client Service Specialist, Broker Dealer
Amanda Reed
Sr. Manager, Client Service

