Lenda Sandoval
Manager, Client Service
Lillian Patrikios
Sr. Client Service Specialist
Lily Jackson
Client Service Specialist
Lindsey Starostka
Client Service Specialist
Lindsey Wetzel, CFP®
Financial Planner
Lisa Butler, FPQP®
Manager, Client Service
Lisa Dellinger
Manager, Client Service
Lisa J. Miller, FPQP™
Manager of Operations
Lisa Sowls
Manager, Client Service
Luana Puglisi
Manager, Client Service
Lucas Hallal
Client Service Specialist
Luis Seaman Valles
Client Service Specialist
Luke Jackson, CFP®
Financial Planner
Madeline Bradley
Sr. Client Service Specialist
Madelyn Fritz
Client Service Specialist
Madison Cosgriff
Client Service Specialist
Manasa Konduri
Client Service Specialist
Maria Baylon
Manager, Client Service
Marie Levinsky
Sr. Client Service Specialist

