Theresa Nichols
Client Service Specialist
Theresia Reid
Sr. Client Service Specialist
Trisha Miller
Sr. Client Development Associate
Tyler Frank
Client Service Specialist
Tyler Weinrich
Client Service Specialist
Veronica Rozales
Account Operations Specialist
Vickie Willard
Client Services Specialist
Victoria O’Tool
Client Service Specialist
Virginia Cramp
Sr. Client Service Specialist
Vivian Covert
Client Service Specialist
Wendy Reeves, WMS℠
Relationship Manager
William Flanders
Sr. Client Service Specialist
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
Doug Fabian
Sr. Vice President
Douglas Gilbert
Sr. Vice President
Nicholas Semko, CFP®, CRPC®, CMFC®
Managing Director, Channel Client Development

