Paul Gustafson
Talent Developer
Phuong Tran
Relationship Manager
Piper Baker
Relationship Manager
Rachel Gandham
Service Operations Associate
Rasheed Jarmon
Relationship Manager
Rebecca Ehrhardt
Client Service Specialist
Rebecca Upton
Financial Planner
Rebekah Pusey
Client Service Specialist
Renalyn Benner
Relationship Manager
Renee Hickey
Relationship Manager
Riley Baer
Service Operations Associate
Riley Wank
Relationship Manager
Rishi Syal
Service Operations Associate
Robert (Seth) Logan
Service Operations Associate
Robert Hendrickson
Relationship Manager
Robyn Elliott
Talent Developer
Roxanne Konieczka
Service Operations Associate
Rubi Contreras
Sr. Manager, Client Service
Rushil Patel
Operations Associate
Russ Johnson, CFP®
Financial Planner

