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.

Northeast
Midwest
Southeast
Southwest
West

Scott Hancock

Sr. Client Service Specialist

Shanon Lee

Client Service Specialist
Sharon Littell

Sharon Littell

Sr. Client Service Specialist

Shaya Reiisieh

Client Service Specialist

Shiraz Baig

Client Service Specialist

Sierra Talbutt

Sr. Client Service Specialist

Sonia Rodriguez

Trust Operations Specialist

Sonja Johnson

Client Service Specialist

Stacie Hostetler

Sr. Client Service Specialist
Stacy Strawn

Stacy Strawn

Sr. Client Service Specialist

Stefan Madaffari

Client Service Specialist

Sue Ross-Wentworth

Relationship Manager
Susan Feiste headshot

Susan Feiste

Manager, National Client Service

Suzanne Guzaitis

Relationship Manager
Suzanne Randolph headshot

Suzanne Randolph

Manager, Client Service
Sydney Shearer - Manager, Client Services

Sydney Shearer

Manager, Client Services
Tabitha Seldomridge

Tabitha Seldomridge

Sr. Client Service Specialist

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