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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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 & PM

Roseville, Walnut Creek

Tavia Williams

Client Service Specialist

Macon

Taylor Johnson

Client Service Specialist

Dallas – Park Cities

Theresa Nichols

Client Service Specialist

Jacksonville

Theresia Reid

Sr. Client Service Specialist

Gallatin

Thomas Baillie

Relationship Manager

Tony Bullocks

Relationship Manager

Walnut Creek

Tracy Friedel

Service Operations Associate

Columbus

Trevor Combs

Relationship Manager

Charlotte

Trista Hill

Relationship Manager

Columbus

Tyler Frank

Client Service Specialist

Lake Placid

Tyler Weinrich

Client Service Specialist

Denver

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