Connor Umbenhaur
Client Service Specialist
Daniel Morr
Senior Account Operations Specialist
David Hamilton
Lead Account Operations Specialist
Dawn Santeford
Client Service Specialist
Denise Cavanaugh
Client Service Specialist
Denise Rhodey
Manager, Client Service
Derek DeMars
Client Service Specialist
Destiny Collins
Client Service Specialist
Devin DeStefano
Sr. Director, Client Relationship Expansion
Dominique Langerman, MPA, CAP®
Regional Vice President, Endowments and Foundations
Dylan Gross
Client Service Specialist
Eileen Swirsky
Client Service Specialist
Elisha Sanchez, MBA, WMS™
Client Development Associate
Elizabeth Smith
Client Service Specialist
Eric Mallory
Client Service Specialist
Erica Lloyd
Client Service Coordinator
Erin Larsen
Client Service Specialist
Erin Wheatcraft, FPQP™
Client Service Manager, Wealth Path Group
Evan Jewett, MSF
Client Service Specialist
Fernando Baday
Client Service Specialist

