Valerie Glueck
Relationship Manager
Vickie Willard
Client Services Specialist
Victoria Mitchell
Relationship Manager
Victoria Toledo
Service Operations Associate
Virginia Cramp
Sr. Client Service Specialist
Virginia Rutland
Client Service Specialist
Vivian Covert
Client Service Specialist
Wendy Reeves, WMS℠
Relationship Manager
Wesley Tagoe
Relationship Manager
Yasmin McLocklin
Sr. Client Service Specialist
Yvette Angora
Lead Account Operations Specialist
Zach Butler
Client Service Specialist
Zachary Desjardins
Client Service Specialist
Zhanar Jerew
Client Service Specialist
Aaron Bauer, CFP®, CSLP®
Director, Financial Planning
Abby Crother, CFP®
Financial Planner
Adam Marczewski
Financial Planner
Adam Stanowick, CFP®
Director, Financial Planning
Alejandro H. Aguilar, MBA, CFA
Sr. Financial Planner
Alexander Ornes
Financial Planner

