Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Northeast
Midwest
Southeast
Southwest
West
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Amanda Coffey

Client Service Specialist
Angela Tucker

Angela Tucker, MS, CFP®

Sr. Manager, Client Service
Brittany Starnes

Brittany Starnes

Sr. Client Service Specialist

Charlene Duncan

Client Service Specialist
Erica Lloyd

Erica Lloyd

Client Service Coordinator
Helen Shingler

Helen Shingler

Sr. Manager, Client Service
Ivan Lopez Colon

Ivan Lopez Colon

Client Service Specialist

Jacklyn Lopez

Senior Client Service Specialist
Jefferson Bell headshot

Jefferson Bell, FPQP®

Client Service Specialist
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Jill Varnum

Manager, Client Service

Lillian Patrikios

Sr. Client Service Specialist
Luana Savoreto Puglisi

Luana Puglisi

Manager, Client Service
Melissa Vance headshot

Melissa Vance

Sr. Client Service Specialist

Minh Tu Vo

Client Service Specialist
Morgan-Barnwell

Morgan Barnwell

Client Service Specialist
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Nathan Touchberry

Client Service Specialist

Rebecca Upton

Sr. Client Service Specialist

Sana Alsalman

Sr. Client Service Specialist
Tavia Williams - Client Service Specialist

Tavia Williams

Client Service Specialist
Yasmin McLocklin

Yasmin McLocklin

Client Service Specialist

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