Eileen Swirsky
Client Service Specialist
Emily Botyos
Relationship Manager
Emily Paulus
Service Operations Associate
Eric Mallory
Relationship Manager
Erica Bejvan
Service Operations Associate
Erin Baldwin, FPQP™
Client Service Manager, Wealth Path Group
Erin Larsen
Client Service Specialist
Ethan Francais
Relationship Manager
Evan Jewett, MSF
Client Service Specialist
Fergus Kveton
Associate Vice President
Fernando Baday
Client Service Specialist
Francheska Hill
Sr. Client Service Specialist
Gabriel Cordasco
Relationship Manager
Galen Crane
Relationship Manager
Gentry Pletts
Service Operations Associate
Gerardo Zapata
Client Service Specialist
Gianfranco Rezza
Service Operations Associate
Ginny Starnes
Manager, Client Service
Grace Chyun
Sr. Client Service Specialist
Grace Farley
Sr. Director, Client Service

