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.

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Kelsie Fernandez

Client Service Specialist

Bellevue

Kennedy Bateman

Service Operations Associate

Springfield

Kevin Shannon

Sr. Relationship Manager

San Francisco

Kevyn Douyon

Relationship Manager

Woodland Hills

Kimberly Eskelson

Relationship Manager

Bend

Kimi Rice, CFP®

Client Service Specialist

Lexington

Kirk Fagot

Service Operations Associate

Newport Beach

Korina Kaio-Maddox

Sr. Manager, Client Service

Portland, Portland – South

Kris Prince

Manager, Client Service

Fairport

Krista Islas

Relationship Manager

Newport Beach

Krista-Arlene Palakiko

Sr. Client Service Specialist

Kahului

Kristina Gillis-Phelps

Client Service Specialist

Richmond

LaShawn Jenkins

Sr. Client Service Specialist

Hunt Valley

Laura Madariaga

Lead Client Service Specialist

Newport Beach

Laura Thompson

Sr. Director, Client Development

Austin, Bartlesville, Dallas – Park Cities, Houston, Ponca City, Covington

Lauren Schellhammer

Manager, Client Service

Radnor

Lauren Zirtzman

Relationship Manager

Oklahoma City

Laurie Macielinski

Sr. Client Service Specialist

Portland – South

Leigh Edwards

Client Service Specialist

Cincinnati

Leigh Rogers

Service Operations Associate

Columbus

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