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Meet Your Team
Our advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, CERTIFIED FINANCIAL PLANNER™ professionals, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.
Aaron Boyce
Wealth Advisor
Aaron Langston
Wealth Advisor
Adam Lee
Wealth Advisor
Adis Mehic
Wealth Advisor
Alan C. Hewitt
Client Advisor
Alan Davis
Associate Wealth Advisor
Alan E. Hewitt
Client Advisor and Branch Manager
Alan McKnight
Sr. Wealth Advisor
Alan Varnishung
Client Service Specialist
Alec Montoya
Wealth Advisor
Alec Schneider
Client Service Specialist
Aleesha Grimes
Sr. Client Service Specialist
Aleksandra Simic
Client Service Specialist
Alex Kimura
Sr. Wealth Advisor, Director
Alexa Willis
Sr. Financial Planner
Alexander Cote
Portfolio Manager
Alexander Doyle
Wealth Advisor
Alexander O’Reilly
Associate Estate Planning Attorney
Alexandra Mendoza
Client Service Specialist
Alexis Kibbe
Client Service Specialist
Alexis Wilkinson
Client Service Specialist
Alice McDermott
Wealth Advisor
Ally Keasler
Client Service Specialist
Amanda Caster
Client Service Specialist
Amanda O’Sullivan
Client Service Specialist
Amber Adams
Senior Client Service Specialist
Amber Perez
Tax Assistant
Amy Boyd
Sr. Financial Planner
Amy Ruffing
Client Service Specialist
Amy Van Lierop
Associate Wealth Advisor
Andra Reason
Sr. Wealth Advisor, Director
Andrea Sunada
Wealth Advisor
Andrew Beck
Regional Vice President
Andrew Caceres
Tax Manager
Andrew Medders
Sr. Wealth Advisor
Andrew Nurse
Associate Wealth Advisor
Andrew Shannon
Wealth Advisor
Andrew Thompson
Vice President of Inside Sales
Andy Farah
Director
Angela Fernandez
Client Service Specialist
Angela Tucker
Operations Manager
Ann de Zeeuw
Client Service Specialist
Anna Apodaca
Regional Vice President, Wealth Advisor
Anna Moseley
Client Service Specialist
Anuska Kovalcheck
Financial Planner
Art Haws
Sr. Wealth Advisor, Director
Ashlee Chu Hewitt
Senior Tax Advisor
Barry Cohen
Sr. Wealth Advisor
Becky Leslie
Client Service Specialist
Ben Gyulambaryan
Wealth Advisor
Ben Kautz
Managing Director
Ben Lim
Tax Manager
Bennet Thonakkara
Sr. Wealth Advisor, Director
Benton Rowse
Wealth Advisor
Bernie Salamone
Senior Wealth Advisor
Bethany VanDerMeid
Regional Sales Associate
Bill Berg
Sr. Wealth Advisor
Blanca Ceja
Client Service Specialist
Bobby Arenivas
Wealth Advisor
Brad White
Sr. Wealth Advisor, Director
Bradley Anderson
Associate Wealth Advisor
Brandon Capicotto
Client Service Specialist
Brandon Williams
Client Service Specialist
Brandon Wissinger
Wealth Advisor
Brennan Wehrle
Client Services Specialist
Brent Kerstetter
Sr. Wealth Advisor, Director
Brett Landstrom
Sr. Wealth Advisor
Brian Abatemarco
Regional Vice President
Brian Jellig
Wealth Advisor
Brian Norris
Wealth Advisor
Brian Oberle
Regional Vice President
Brian Picariello
Managing Director
Brian Sullivan
Sr. Wealth Advisor, Director
Brianna Becker
Associate Estate Planning Attorney
Brittani Woodruff
Client Service Specialist
Brittany Benvenuto
Client Service Specialist
Brittany Doyle
Regional Service Manager
Brittany Rice
Wealth Advisor
Brittnae Olasehinde
Client Service Specialist
Bryan Bielawski
Sr. Wealth Advisor
Bryan Powers
Senior Vice President
Bryan Strike
Senior Wealth Strategist
Caitlin Smith
Client Service Specialist
Cameron Holt
Client Service Specialist
Cameron Willcox
Associate Wealth Advisor
Camille McCalla
Portfolio Analyst
Candace Abrams
Client Service Specialist
Carin Roman
Wealth Advisor
Carl Kunhardt
Sr. Wealth Advisor
Carl Larimore
Sr. Wealth Advisor, Director
Carol Maloney
Client Service Specialist
Carolyn Ann Muller
Client Service Coordinator
Carrie Beede
Financial Planner
Cathy Hoang
Senior Portfolio Operations Specialist
Cathy Miller
Sr. Wealth Advisor, Sr. Director
Caylen Colby
Client Service Specialist
Chabelly Gurrola
Estate Planning Paralegal
Chandler Ferguson
Sr. Wealth Advisor
Charlene Jones
Client Service Specialist
Charlene Maruska
Sr. Client Service Specialist
Charlene Miller
Sr. Client Service Specialist
Charles Mardock
Account Operations Specialist
Chase Carmichael
Regional Vice President
Chelsea Manocchi
Estate Planning Attorney
Chelsy Nikolish
Client Service Specialist
Cherice Peoples
Client Service Specialist
Chris Jameson
Regional Vice President
Chris Rogers
Client Service Specialist
Chris Young
Sr. Wealth Advisor
Christina Hung
Wealth Advisor
Christine Cataldo
CTO and Digital Officer
Christopher Blackmon
Sr. Wealth Advisor
Christopher Blakely
Sr. Financial Planner
Christopher Currin
Sr. Wealth Advisor
Christopher Posey
Client Service Specialist
Christopher S. Murphy
Financial Planner
Christopher Varney
Estate Planning Attorney
Chuck Breuch
Sr. Wealth Advisor
CJ Smith
Wealth Advisor
Claire Layman
Client Service Specialist
Claudia Paluch
Client Service Specialist
Clay Evans
Associate Wealth Advisor
Colton Petty
Financial Planner
Connor Thomas
Associate Wealth Advisor
Corey Bird
Regional Vice President
Courtney Foley
Client Service Specialist
Courtney Lavender
Client Service Specialist
Craig Marrs
Sr. Wealth Advisor
Craig Weidenfeller
Portfolio Operations Manager
Dane Sauer
Wealth Advisor, Director
Daniel Epstein
Senior Tax Director
Daniel M. McDermott
Sr. Wealth Advisor
Daniel Maurer
Senior Trader
Daniel Morr
Senior Account Operations Specialist
Danielle Frazier
Regional Service Manager
Danielle Read
Senior Legal Assistant
Danny Polyakov
Associate Financial Planner
Dave Mirsky
Senior Wealth Advisor
Dave Welling
Chief Executive Officer
David Askew
Sr. Wealth Advisor, Director
David Barton
Vice Chairman, Mergers & Acquisitions Deal Team Leader
David Cain
Regional Vice President, Wealth Advisor
David Carmichael
Sr. Wealth Advisor, Director
David E. Gardner
Sr. Wealth Advisor, Director
David H. Levy
Sr. Wealth Advisor
David Haman
Sr. Wealth Advisor
David Hamilton
Account Operations Specialist
David Hardenbergh
Financial Planner
David Kerber
Sr. Wealth Advisor, Director
David Krakauer
Director, Portfolio Management
David Maniola
Senior Tax Advisor
David Rich
Wealth Advisor
David Riffe
Wealth Advisor
David S. Currier
Wealth Advisor
David Simpson
Portfolio Manager
David Ventura
Associate Financial Planner
Dean R. Murray
Sr. Wealth Advisor
Dedrick Lee II
Senior Legal Assistant
Denise Rhodey
Lead Client Service Specialist
Denisse Mendez
Tax Associate
Dennis J. Moore
Director of Wealth Management Operations
Desiree Zreik
Senior Tax Advisor
Devin Farrow
Vice President, M&A
Dionisio Meneses
Associate Advisor
Donald Calcagni
Chief Investment Officer
Doug Fabian
Senior Vice President
Douglas Gilbert
Senior Vice President, Sales
Draysen Wilson
Client Service Specialist
Drew Harper
Wealth Advisor
Drew Kanaly
Sr. Wealth Advisor
Duncan MacDougall
Client Solutions Representative
Duncan Wilk
Regional Vice President
Edgar Parrish
Sr. Wealth Advisor
Edward Dunphy
Regional Vice President
Elisha Sanchez
Lead Client Service Specialist
Emelyne Seh
Client Service Specialist
Emi Umezawa
Sr. Wealth Advisor
Emily Messegee
Wealth Advisor, Director
Eric Anderson
Sr. Wealth Advisor
Eric Zehnder
Regional Vice President
Erica Luchetti
Client Service Specialist
Erica Weiser
Regional Vice President
Erik W. Thurnher
Sr. Wealth Advisor
Erin Larsen
Investment Operations Assistant
Erin Neece
Wealth Advisor
Erin Olsen
M&A Investment Operations Project Manager
Erin Wheatcraft
Manager of Operations
Ernest Neeley
Financial Planner
Ernie George
Director
Eunice Kim
Associate Wealth Advisor
Evan Fingert
Associate Estate Planning Attorney
Fanny Guo
Sr. Wealth Advisor
Felisha Buchinger
Senior Tax Associate
Frances Hymiller
Wealth Advisor
Frances Smith
Wealth Advisor
Fred Xuereb
Regional Sales Associate
G. Carl Mahler, Jr.
Sr. Wealth Advisor, Director
G. Merrick Estes, Jr.
Regional Vice President
Gabriel Tishelman
Portfolio Analyst
Gabrielle Mollick
Financial Planner
Garrett Cauley
Insurance Advisor
Garrett Parker
Wealth Advisor
Gary Foodim
Chief Marketing Officer
Gary Williams
Sr. Wealth Advisor
Geoff Nelson
Regional Vice President
Geoffrey Franklin
Wealth Advisor
George Herr
Associate Financial Planner
Gerardo Zapata
Client Solutions Representative
Glen Minton
Regional Vice President
Grace Bossert
Associate Financial Planner
Grace Chyun
Client Service Specialist
Gracie Horton
Client Service Specialist
Grant Wilson
Financial Planner
Greg Alger
Unique Asset Manager
Gregg G. Padilla
Senior Wealth Advisor
Haana Frank
Associate Financial Planner
Haley Griffin
Client Service Specialist
Harmon Laurin
Sr. Wealth Advisor, Director
Harper Sample
Client Service Specialist
Harrison Fant
Wealth Advisor
Heather Carthy
Senior Tax Advisor
Heather Jenkins Capps
Wealth Advisor
Henry Lao
Vice President, Investments
Hisham Haddad
Portfolio Operations Specialist
Hunter D. Zick
Client Service Specialist
Ian Freemire
Wealth Advisor
Ignatius D’Anna
Wealth Advisor
Irina Polyakova
Vice President, Senior Tax Advisor
Isaac Babalola
Client Service Specialist
J.J. Boot
Associate Regional Vice President
Jack Bruno
Client Service Specialist
Jack Gilligan
Sr. Wealth Advisor
Jackie Schlup
Associate Wealth Advisor
Jaclyn Aragon
Client Service Specialist
Jacob Gee
Associate Wealth Advisor
Jacob Lynch
Client Service Specialist
Jacques Jagr
Client Service Specialist
Jade Warren
Client Service Specialist
Jake Wedemeyer
Regional Vice President, Wealth Advisor
James Everitt
Sr. Wealth Advisor, Director
James Parker
Client Service Specialist
James Roundy
Associate Wealth Advisor
James S. Ryan
Sr. Wealth Advisor
James Shanton
Sr. Wealth Advisor
James Taylor
Wealth Advisor
James Telfer
Financial Planner
James Todd
Sr. Wealth Advisor
James Werner
Senior Regional Sales Associate
Jamie Block
Sr. Wealth Advisor, Director
Jane Castro
Client Service Specialist
Janice Donovan
Client Service Specialist
Janis Biggers
Wealth Advisor
Jaron Carmichael
Director of Retirement Group, Wealth Advisor
Jarrett Bare
Client Service Specialist
Jasmine Honda
Client Service Specialist
Jasna Veledar
Lead Estate Planning Attorney
Jason O’Meara
Wealth Advisor
Jason Sobolik
Sr. Financial Planner
Jedd Nicolas
Wealth Advisor
Jeff Giguere
Associate Wealth Advisor
Jeff Kacal
Sr. Wealth Advisor
Jeff Katz
Regional Vice President
Jeff Minc
Financial Planner
Jeffrey Lokken
Wealth Advisor
Jeffrey Marchiorlatti
Regional Vice President
Jenna Elliott
Director of Estate Planning, Managing Attorney
Jenna Taylor
Client Service Specialist
Jennifer Baick
Senior Director, Financial Planning Group
Jennifer Currin Gutridge
Sr. Wealth Advisor
Jennifer Gray
Client Service Specialist
Jeremiah H. Barlow
Head of Family Wealth Services
Jesse Haverstock
Wealth Advisor
Jesse Jackson
Client Service Specialist
Jesse Mignone
Client Service Specialist
Jessica Caruso
Sr. Wealth Advisor, Sr. Director
Jigisha Dahagam
Vice President, People & Culture
Jill Jeter
Wealth Advisor
Jim Czirr
Wealth Advisor, Director
Jinky Knoob
Client Service Specialist
JoAnn Ferradino
Client Service Specialist
Joanna Geier
Client Service Specialist
Jody Wyatt
Client Service Specialist
Joe Pellizzari
Vice President, M&A
Joel Lange
Wealth Advisor
John Carney
Wealth Advisor
John Lee
Senior Portfolio Accounting Specialist
John Voralik
Associate Financial Planner
Jojo Cresci
Sr. Wealth Advisor
Jonah Tinajero
Associate Advisor
Jonathan Mitchell
Wealth Advisor
Jordan Cowart
Associate Wealth Advisor
José Castañeda
Client Solutions Representative
Joseph Mah
Sr. Wealth Advisor
Joseph Young
Sr. Wealth Advisor, Sr. Director
Josette Hewitt
Tax Manager
Josh Davis
Client Service Specialist
Josh Davis
Client Service Specialist
Josh DeForest
Managing Director
Josh Gustafson
Head of Wealth Management
Joshua Fitch
Tax Manager
Josiah Taylor
Client Service Specialist
Joy Kaczmarek
Client Service Specialist
Judith A. McGee
Executive Vice President, Senior Lead Advisor
Judy Howard
Sr. Tax Advisor
Judy McNary
Director of Corporate Responsibility
Julia Messineo
Client Solutions Representative
Justin Cramer
Client Service Specialist
Justin Shane
Wealth Advisor
Kali Dunn
Legal Assistant
Kalita Blessing
Sr. Wealth Advisor
Kara Duckworth
Managing Director of Client Experience
Karen Lee
Chief Business Solutions Officer
Karrie Spencer
Wealth Advisor, Director
Kate DeGiorgi
Regional Sales Associate
Kate Schelonka
Client Solutions Representative
Katherine Parrish
Sr. Wealth Advisor
Kathleen Miller
Senior Wealth Advisor
Kathy Cain
Client Service Specialist
Kathy Perry
Client Service Specialist
Katie Iglay
Manager of Operations
Kaya Law
Legal Assistant
Kelly Palmer
Sr. Wealth Advisor
Kelly Rosa
Legal Assistant
Ken Bobadilla
Wealth Advisor
Kent Davis
Wealth Advisor
Kevin Dillon
Regional Vice President
Kevin Jack
Managing Director
Kevin Russell
Wealth Advisor
Kim Lorenz
Chief Compliance Officer
Kira Baffi
Client Service Coordinator
Kirk Bjorn
M&A Integration Portfolio Manager
Kobrah McFaden
Client Service Specialist
Korina Kaio-Maddox
Client Service Specialist
Krista Rich
Account Operations Specialist
Kristen Comeau
Regional Vice President
Kristen Cordell
Retirement Specialist
Kristin Greenleaf
Manager of Operations
Kristina Gillis-Phelps
Portfolio Operations Specialist
Kyndal Howard
Client Service Specialist
Lacy Hartzler
Client Service Specialist
Lakshmi Mohindroo
Tax Manager
Lanie Nikes
Wealth Advisor
Laura Carrasco
Tax Manager
Laura Combs
Managing Director
Laura Madariaga
Lead Client Service Specialist
Laura Rowley
Sr. Wealth Advisor
Laura Thompson
Senior Regional Sales Associate, Manager
Laurie Macielinski
Client Service Specialist
Lavanda Malveaux
Tax Assistant
Lawrence Solomon
Sr. Wealth Advisor
Lesley Gran
Client Service Coordinator
Li Huang
Sr. Client Service Specialist
Libby Dahlberg
Client Service Specialist
Lily Robertson
Client Service Specialist
Linda S. Ames Lyons
Wealth Advisor
Lindsay Black
Associate Wealth Advisor, Retirement Plans
Lindsey Wetzel
Client Service Specialist
Lisa Butler
Sr. Client Service Specialist
Lisa Goodman
Regional Vice President
Lisa J. Miller
Manager of Operations
Lissy Schaefer
Senior Legal Assistant
Liz Yunker
Associate Wealth Advisor
Logan Donovan
Associate Financial Planner
Logan L. Baker
Lead, Senior Wealth Strategist
Loren Pierson
Chief Operating Officer
Lorenzo Riley
Wealth Advisor
Lori Fellows
Senior Retirement Plan Administrator Manager
Luana Puglisi
Client Service Specialist
Luc Ceci
Associate Wealth Advisor
Lucas Schwaller
Regional Vice President
Madeline I. Noveck
Sr. Wealth Advisor
Madi Bradley
Client Service Specialist
Madison Underwood
Client Service Specialist
Maeve Schmid
Associate Wealth Advisor
Magdanny Jara
Tax Advisor
Marc A. Normann
Regional Vice President
Marcela Carreon
Legal Assistant
Mari Adam
Sr. Wealth Advisor
Mariah Rason
Tax Advisor
Mariana Battista
Wealth Advisor
Marie Levinsky
Client Service Specialist
Mario Tamasi
Senior Tax Manager
Mark Doran
Senior Vice President, Tax
Mark Eshman
Director of Foundations and Endowments Group, Senior Wealth Advisor
Marla Barnard
Sr. Client Service Specialist
Martha Kilfoy
Client Service Coordinator
Martine Lellis
Chief Talent and Administrative Officer
Mary Hamshou
Regional Service Manager
Mary Hoskins
Client Service Specialist
Mary Jean Short
Client Service Specialist
Mary McElligott
Tax Advisor
Marzena Hanek
Lead Client Service Specialist
Mathew Encino
Vice President - General Counsel
Matt Cook
Managing Director
Matt Moore
Client Service Specialist
Matthew McCarthy
Tax Manager
Matthew Moore
Client Service Specialist
Matthew R. Bohrer
Wealth Advisor, Director
Matthew Truckner
Tax Manager
Matthew W. Sheets
Wealth Advisor
Mattijs Ossorio
Client Solutions Representative
Max Wrenn
Sr. Wealth Advisor
Meagan Blazier
Client Service Specialist
Meg O’Brien
Client Service Specialist
Melissa Allen
Client Service Specialist
Melissa Gioielli
Tax Advisor
Melissa Hedges
Account Operations Specialist
Melody Manzanedo
Client Service Specialist
Melody Manzanedo
Client Service Specialist
Mendim Gecaj
Wealth Advisor
Meredith Maller
Senior Estate Planning Attorney
Merideth Gillis
Client Service Specialist
Micah Cummins
Wealth Advisor
Michael Henry
Chief Financial Officer
Michael O’Brien
Client Service Specialist
Michael Sharp
Sr. Wealth Advisor
Michael Snider
Associate Wealth Advisor
Michael Sohmer
Senior Director, Trust Services
Michael Uyemura
Manager, Investment Strategy Group
Michael W. Johns
Wealth Advisor
Michelle Elia
Client Service Specialist
Michelle Ottoboni
Client Service Specialist
Michon McCabe
Client Service Specialist
Mike Hewel
Trading Manager
Mitchell Windemuller
Senior Trader
Monica Delsanto
Sr. Client Service Specialist
Monica Hernandez
Client Service Specialist
Morgan Buckridge
Client Service Specialist
Morwenna Borden
Estate Planning Attorney
Mychelle Malveaux
Client Service Specialist
Naeshia Mota
Client Service Specialist
Nancy Coumou
Sr. Wealth Advisor
Nancy R. Hudak
Regional Service Manager
Navisha Sawh
Client Service Specialist
Nicholas Campbell
Wealth Advisor
Nicholas Cathcart
Senior Tax Associate
Nicholas Ladaga
Regional Sales Associate
Nicholas Semko
Managing Director, M&A
Nick Bond
Wealth Advisor
Nicole Miller
Sr. Wealth Advisor, Director
Nicole Mosley
Financial Planner
Nikki Ivins
Regional Sales Associate
Nita O’Neal
Client Service Specialist
Pamela Brown
Client Service Specialist
Pamela Greene
Sr. Client Service Specialist
Parker Landolf
Client Service Specialist
Pat Wynne
Associate Wealth Advisor
Patrick Comer
Wealth Advisor
Patrick T. Moore
Wealth Advisor
Paul Barlow
Regional Vice President
Paul Petrosino
Senior Tax Advisor
Paul Seidman
Senior Vice President, Institutional Sales
Paul Seigle
Portfolio Analyst
Peter Ip
Sr. Wealth Advisor
Peter Lovberg
Portfolio Analyst
Phillip Miodowski
Portfolio Analyst
Phillip Swenson
Wealth Advisor
Porche Bradley
Client Service Specialist
Rafael Arellano
Wealth Advisor
Ramsey Zreik
Client Service Specialist
Randy Magdaluyo
Vice President, M&A Program Management
Raphael Aziz
Associate Wealth Advisor
Rebecca Evans
Client Service Specialist
Rebecca Rushton
Estate Planning Attorney
Rebecca Wolman
Client Service Specialist
Rebekah Burns
Associate Wealth Advisor
Remi Hock
Portfolio Analyst
Renée Egelski
Wealth Advisor
Renée Pichette
Wealth Advisor
Rich Davtyan
Associate Wealth Advisor
Richard Brad Mundy
Wealth Advisor
Richard W. Weyers
Director National Operations
Rick Henderson
Sr. Wealth Advisor
Roain Saunders
Financial Planner
Rob Cox
Sr. Wealth Advisor
Robert A. Medvey
Senior Wealth Advisor
Robert Lau
Sr. Wealth Advisor
Robert Reed, Jr.
Sr. Wealth Advisor
Robin Allis
Team Manager, Client Solutions Team
Rodney Alvarado
Regional Vice President
Ron Kibbe
Sr. Wealth Advisor
Ross Hasek
Client Service Specialist
Roxanne Konieczka
Client Service Specialist
Rubi Contreras
Manager of Operations
Rudolph Brandes
Sr. Wealth Advisor
Ryan Overstreet
Regional Vice President, Wealth Advisor
Ryan Weichman
M&A Integration Portfolio Manager
Sam Hume
Regional Vice President, Wealth Advisor
Sam Khan
Regional Vice President
Samuel Bennett
Account Operations Manager
Sandee Mapp
Wealth Advisor
Sandra Mitchell
Client Service Specialist
Sarah Elise Berry
Sr. Wealth Advisor
Sarah Oliver
Tax Advisor
Sarai Covell
Sr. Client Service Specialist
Schane Goheen
Wealth Advisor
Scott Hancock
Client Service Specialist
Scott Kays
Managing Director
Scott Weigel
Associate Wealth Advisor
Scott Williams
Sr. Wealth Advisor, Director
Sean O’Connor
Wealth Advisor
Sharon Littell
Client Service Specialist
Sheree Leonatti
Estate Planning Paralegal
Sloan Petereit
Associate Financial Planner
Sonja Borda
Financial Planner
Sonya Mincy
Client Service Specialist
Stacie Hostetler
Sr. Client Service Specialist
Stefani Kohler
Financial Planner
Stefanie Leighter
Estate Planning Attorney
Stefen Donohue
Client Service Specialist
Stella Doyle
Associate Financial Planner
Stephanie Fernandes
Financial Planner
Stephen Bauer
CST, Financial Planner
Stephen Prinster
Director of Investment Operations
Stevan Downs
Tax Manager
Steve Roberts
Wealth Advisor
Steven Crevar
Wealth Advisor
Steven J. Deceuninck
Wealth Advisor
Steven Schneider
Client Service Specialist
Susan Portnoi
Sr. Wealth Advisor
Susan Travis
Managing Director
Susy Gibo
Senior Regional Sales Associate
Sydney Kirkes
Sr. Client Service Specialist
Tami Leffingwell
Client Service Manager
Tammy Cooper
Sr. Financial Planner
Tanya Thomasson
Regional Service Manager
Tarek McAlee
Wealth Advisor
Tessa Bonifacio
Portfolio Analyst
Theresa Bedard
Manager of Trading & Investments
Thomas Keeney
Wealth Advisor
Tim Cengia
Portfolio Operations Specialist
Tim Forest
Vice President of Strategy and Analytics
Tim Kallas
Regional Vice President
Tim Rowland
Sr. Wealth Advisor, Director
Todd E. Hagen
Regional Vice President
Todd LaLuzerne
Regional Vice President
Todd Sanford
Sr. Wealth Advisor, Director
Tom Herzing
Sr. Wealth Advisor
Trace Winn
Client Service Specialist
Tracey Turko
Sr. Wealth Advisor, Sr. Director
Tracy O. Jackson
Sr. Wealth Advisor, Director
Trisha Miller
Client Service Specialist
Tristan Pohren
Portfolio Operations Specialist
Tyler Davis
Senior Tax Advisor
Tyler Schaefer
Regional Sales Associate
Tyler Smith
Wealth Advisor
Veronica Rozales
Account Operations Specialist
Veronica Rubio
Regional Vice President
Vickie Willard
Client Services Coordinator
W. Cam Goodwin
Sr. Wealth Advisor, Director
W. Thomas McNary
Wealth Advisor
Wendy Murphy
Client Service Specialist
Wendy Reeves
Client Service Specialist
Will Lupfer
Client Service Specialist
Will Mannon
Head of Sales
William Flanders
Client Service Specialist
William McNutt
Associate Wealth Advisor
William Montijo
Portfolio Operations Specialist
William S. “Stan” Bivin
Senior Wealth Advisor
William Sands
Client Service Specialist
Yesenia Ramirez
Tax Associate
Yvette Angora
Account Operations Specialist
Yvonne Wood
Sr. Wealth Advisor
Zeke Aviles
Financial Planner