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.

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Piper Baker

National Client Service Specialist

Scottsdale, Portland – South, Bellevue, Portland

Rachel Gandham

Client Service Specialist

Lexington, Louisville

Rachel Kurniawan

Manager, Client Service

Raesa Martin

Relationship Manager

Woodland Hills

Rasheed Jarmon

Relationship Manager

Radnor

Rebecca Ehrhardt

Service Operations Associate

Westlake Village

Rebekah Pusey

Client Service Specialist

Woodland Hills

Renalyn Benner

Sr. Client Service Specialist

Spokane

Renee Hickey

Relationship Manager

Portsmouth

Richard Davies, CFP®

Director, Operations

Boston – West

Riley Baer

Client Service Specialist

LA-Century City

Riley Wank

Client Service Specialist

Boulder, Denver

Robert (Seth) Logan

Service Operations Associate

Minneapolis

Robert Hendrickson

Sr. Client Service Specialist

Tampa

Roxanne Konieczka

Client Service Specialist

Newport Beach

Rubi Contreras

Sr. Manager, Client Service

San Diego

Ryan Young

Relationship Manager, Regis

San Francisco

Sam Reys

Relationship Manager

Scottsdale

Sana Alsalman

Sr. Client Service Specialist

Atlanta

Sarah Biser

Relationship Associate, Regis

Menlo Park

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