Tanya Thomasson, CFP®
Sr Director, Client Service – Regis Group & PM
Tatiana Stahn
Sr. Client Service Specialist
Tavia Williams
Client Service Specialist
Taylor Johnson
Client Service Specialist
Tess Gold, IACCP®
Sr. M&A Comp Analyst
Theresa Nichols
Client Service Specialist
Theresia Reid
Sr. Client Service Specialist
Trisha Miller
Sr. Client Development Associate
Tyler Frank
Client Service Specialist
Tyler Weinrich
Client Service Specialist
Veronica Rozales
Account Operations Specialist
Vickie Willard
Client Services Specialist
Victoria O’Tool
Financial Planner
Virginia Cramp
Sr. Client Service Specialist
Virginia Rutland
Client Service Specialist
Vivian Covert
Client Service Specialist
Wendy Reeves, WMS℠
Relationship Manager
William Flanders
Sr. Client Service Specialist
Yasmin McLocklin
Sr. Client Service Specialist
Yvette Angora
Lead Account Operations Specialist

