Tami Leffingwell
Manager, Client Service
Tamieka Bonner
Relationship Manager
Tammy Goad
Sr. Client Service Specialist
Tanya Livingston
Sr. Client Service Specialist
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
Ted Innella
Sr. Client Service Specialist
Tess Gold, IACCP®
Sr. M&A Comp Analyst
Theresa Nichols
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
Client Service Specialist
Veronica Rozales
Account Operations Specialist
Vickie Willard
Client Services Specialist
Victoria O’Tool
Financial Planner
Virginia Cramp
Sr. Client Service Specialist

