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

Tami Leffingwell

Manager, Client Service

Tamieka Bonner

Relationship Manager
Tammy Goad - Sr Client Service Specialist

Tammy Goad

Sr. Client Service Specialist
Tanya Livingston - Sr. Client Service Specialist

Tanya Livingston

Sr. Client Service Specialist
T Thomasson

Tanya Thomasson, CFP®

Sr Director, Client Service – Regis Group & PM
Tatiana-Stahn

Tatiana Stahn

Sr. Client Service Specialist
Tavia Williams - Client Service Specialist

Tavia Williams

Client Service Specialist

Taylor Johnson

Client Service Specialist

Ted Innella

Sr. Client Service Specialist
Tess Gold headshot

Tess Gold, IACCP®

Sr. M&A Comp Analyst
Theresa Nichols

Theresa Nichols

Client Service Specialist
Theresia Reid - Sr Client Service Specialist

Theresia Reid

Sr. Client Service Specialist

Thorn Hedges

Sr. Account Operations Specialist

Trisha Miller

Manager, Client Development Associates

Tyler Frank

Client Service Specialist
Tyler Weinrich

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

Ready to get started?