Richard W. Weyers, CFP®
VP, M&A Integration
Casey Dever
Operations Specialist
Erin Olsen
Director, Partner Integration
Obed Garcia, AIF®, CPFA®
Retirement Plan Specialist
Andréa Royster
Retirement Plan Specialist
Courtney Clifford
Retirement Planning Specialist
Courtney Foley
Sr. Retirement Plan Manager
Emily Ferrazzo, QKA®, CPFA®
Retirement Plan Manager
Kelly Ranck
Retirement Plan Specialist
Sherise Johnson
Sr. Retirement Plan Specialist
Tracey Kirksey
Retirement Plan Specialist

