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

Ryan Young

Relationship Manager, Regis

Samuel Bennett

Account Operations Manager

Sana Alsalman

Service Operations Associate

Sarah Biser

Relationship Associate, Regis

Sarai Covell

Director, Client Service Operations
Sasha Fridlyand

Sasha Fridlyand

Client Service Specialist
Sasha Onoh headshot

Sasha Onoh

Service Operations Associate

Scott Hancock

Service Operations Associate

Shannon Clough

Service Operations Associate

Shanon Lee

Relationship Manager
Sharon Littell

Sharon Littell

Relationship Manager

Shaya Reiisieh

Relationship Manager

Shiraz Baig

Service Operations Associate

Skylor Carroll

Service Operations Associate

Sonia Rodriguez

Trust Operations Specialist

Stacie Hostetler

Service Operations Associate

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