Harrison Sedmak
Financial Planner
Jim Bagnato, CFP®
Financial Planner
Michael Van Boening, CFP®, RICP®, CCFC
Sr. Manager, Financial Planning
William (Irish) Harrigan
Financial Planner
Claire Allen
Estate Planning Operations Specialist
Amber Adams
Manager, Client Service
Andrea Aranguiz
Senior Client Service Specialist
Barbara Barreca
Client Service Specialist
Gracie Tiedeman
Client Service Specialist
Isabel Brewster
Client Service Specialist
Julie Logan
Client Service Specialist
Mattijs Ossorio
Associate Vice President
Nadege Maximin-Fiester
Manager, Client Service
Nicholas Kneibert
Financial Planner
Nicole Hankins
Sr. Client Service Specialist
Nicole M. Duman
Client Service Specialist
Nicole Rockett
Sr. Client Service Specialist
Nina Hernandez
Client Service Manager
Riley Wank
Client Service Specialist
