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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Skylor Carroll

Service Operations Associate

Roanoke

Sonja Johnson

Client Service Specialist

Dallas – Park Cities

Stacie Hostetler

Sr. Client Service Specialist

Ames

Stacy Strawn

Sr. Client Service Specialist

Springfield

Stefan Madaffari

Relationship Manager

Jacksonville

Stephanie Bennett

Relationship Manager

Charlotte

Sue Ross-Wentworth

Relationship Manager

Portsmouth

Summer Miles, Sr. Client Service Specialist

Sr. Client Service Specialist

McLean

Susan Feiste

Manager, National Client Service

Chesterfield

Suzanne Guzaitis

Relationship Manager

Walnut Creek

Suzanne Randolph

Manager, Client Service

Cincinnati, Westerville

Sydney Shearer

Manager, Client Services

Minneapolis

Tabitha Seldomridge

Sr. Client Service Specialist

Schaumburg

Tami Leffingwell

Manager, Client Service

Portage

Tamieka Bonner

Relationship Manager

Atlanta

Tammi Robinson

Account Manager

Tammy Goad

Sr. Client Service Specialist

Gallatin

Tangie Chen

Relationship Manager

Tanya Thomasson, CFP®

Sr. Director, Client Service — Regis Group & Private Markets

Denver

Tavia Williams

Client Service Specialist

Macon

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