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.

Northeast
Midwest
Southeast
Southwest
West

Sierra Talbutt

Sr. Client Service Specialist

Sonia Rodriguez

Trust Operations Specialist

Sonja Johnson

Client Service Specialist

Stacie Hostetler

Sr. Client Service Specialist
Stacy Strawn

Stacy Strawn

Sr. Client Service Specialist
Susan Feiste headshot

Susan Feiste

National Sr. Client Service Specialist
Suzanne Randolph headshot

Suzanne Randolph

Manager, Client Service
S Kirkes

Sydney Kirkes

Manager, Client Service
Sydney Shearer - Manager, Client Services

Sydney Shearer

Manager, Client Services
Tabitha Seldomridge

Tabitha Seldomridge

Sr. Client Service Specialist

Tami Leffingwell

Manager, Client Service

Tamieka Bonner

Relationship Manager
Tammy Goad - Sr Client Service Specialist

Tammy Goad

Sr. Client Service Specialist
Tanya Livingston - Sr. Client Service Specialist

Tanya Livingston

Sr. Client Service Specialist
T Thomasson

Tanya Thomasson, CFP®

Sr Director, Client Service – Regis Group & PM
Tatiana-Stahn

Tatiana Stahn

Sr. Client Service Specialist
Tavia Williams - Client Service Specialist

Tavia Williams

Client Service Specialist

Taylor Johnson

Client Service Specialist
Tess Gold headshot

Tess Gold, IACCP®

Sr. M&A Comp Analyst

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