Sana Alsalman
Sr. Client Service Specialist
Tamieka Bonner
Relationship Manager
Tavia Williams
Client Service Specialist
Virginia Rutland
Client Service Specialist
Yasmin McLocklin
Sr. Client Service Specialist
Alicia Smith
Director of Client Development – HNW Program Manager
Adam Lee, CFP®
Sr. Vice President
Leah Manderson
Regional Vice President
Jenna Taylor
Client Development Associate
Kimberly Maxwell
Associate Vice President
Lacy Hartzler
Sr. Client Development Associate
Anuska Kovalcheck, CFP®, EA
Wealth Advisor
Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS
Sr. Director, Financial Planning
Cameron Holt
Financial Planner
Camryn Norman
Sr. Financial Planner
Lizzie Gossett, CFP®
Wealth Advisor
Patrick Moody
Financial Planner
Sherise Johnson
Sr. Retirement Plan Specialist
