Client Experience Associate
James graduated from the University of Liverpool with a degree in History and Political Science, specializing in the International Political Economy. He then moved to Paris after a year of traveling to start his career in Wealth Management. In 2017, he got married to his wife, Hailey, in Edisto Island, South Carolina.
Al Zdenek
Executive Vice President
Joseph Young
Client Advisor and Branch Manager
Fred Xuereb
Client Associate
Yvonne Wood
Client Advisor
Brandon Wissinger
Client Advisor
Greg A. Willsey
Branch Manager and Client Advisor
Gary Williams
Senior Vice President and Relationship Manager
Duncan Wilk
Regional Vice President
Alexa Whiting
Client Associate
James Werner
Client Associate
Avery Wenck
Client Associate
Matthew Wells
Regional Vice President
Dave Welling
Chief Executive Officer
Shala L. Walker
Financial Planner
Karsten Voermann
Chief Financial Officer
Casey C. Verst
Estate Planning Attorney
David Ventura
Client Associate
Bethany VanDerMeid
Client Administrator
Emi Umezawa
Client Advisor
Tracey Turko
Client Advisor and Branch Manager
Susan Travis
Senior Vice President and Relationship Manager
James Todd
Client Advisor
Brady Tice
Client Associate
Laura Thompson
Client Experience Manager
Tanya Thomasson
Client Associate
LaShauna Thomas
Client Associate
Gregory V. Taylor
Regional Vice President
John Sullivan
Client Associate
Phillip Swenson
Financial Planner
Brian Sullivan
Client Advisor and Branch Manager
Doug Suhr
Regional Vice President
Haley Strandberg
Client Associate
Jamie Stone
Client Advisor and Branch Manager
Tiffany Stokes
Client Associate
Paul Stetz
Managing Director
Adam Stanowick
Client Associate
Amanda Standard
Client Associate
Javier Solis
Client Advisor
Michael Snider
Client Associate
Tyler Smith
Client Advisor
Frances Smith
Financial Planner
John Silletto
Senior Portfolio Manager
Michelle Siebert
Tax Manager
Matthew Shea
Senior Tax Advisor
Cary Shaw
Client Associate
Justin Shane
Financial Planner
Nicholas Semko
Managing Director
Paul Seidman
Regional Vice President
Emelyne Seh
Client Administrator
Steven Schwartz
Client Advisor and Branch Manager
Justin Scholljegerdes
Client Administrator
Maeve Schmid
Client Administrator
Roain Saunders
Financial Planner
Dane Sauer
Financial Planner
Elisha Sanchez
Client Associate
Troy Saldivar
Senior Vice President, Investment Strategist
Patricia Rubio
Client Services Associate
Laura Rowley
Vice President and Relationship Manager
Shane Rowan
Tax Associate
Merry Rosadi
Legal Assistant
Peter Romagnoli
Client Associate
Glen Rives
Financial Planner
Dustin Rief
Client Advisor and Branch Manager
Kseniya Ribeiro
Client Associate
Denise Rhodey
Client Associate
Brandi Redmond
Conference Center & Office Administrator
Paola Ramos
Financial Planner
Kerry J. Prazak
Regional Vice President
Bryan Powers
Regional Vice President
Susan Portnoi
Client Advisor
Irina Polyakova
Tax Manager
Zach Pippin
Client Associate
Melissa Pinkerton
Client Advisor
Susan A. Crawford Pilon
Client Advisor
Loren Pierson
Chief Operating Officer
Brian Picariello
Senior Vice President, Client Advisor and Branch Manager
Jesse J. Pantano
Regional Vice President
Kelly Palmer
Client Advisor
Amanda O’Sullivan
Portfolio Administration Supervisor
William Nugent
Regional Vice President
Madeline I. Noveck
Client Advisor
Marc A. Normann
Regional Vice President
Barry Newman
Senior Tax Director
Andrew Neville
Estate Planning Attorney
Sandra L. Nesbit
Managing Director
William Nelson
Chief Compliance Officer and Deputy General Counsel
Geoff Nelson
Regional Vice President
Patricia Nagle
Client Service Manager
Dean R. Murray
Client Advisor and Branch Manager
Nicole Mosley
Client Administrator
Timothy Moore
Financial Planner
Alec Montoya
Client Associate
Susan Monaghan
Financial Planner
Sandra Mitchell
Client Associate
Jonathan Mitchell
Client Advisor
Glen Minton
Regional Vice President
Jeff Minc
Financial Planner
Brian Miller
Portfolio Analyst
Raymond D. Mignone
Client Advisor
Jesse Mignone
Client Associate
Krysia Mielczarek
Client Administrator
Emily Meier
Legal Assistant
Adis Mehic
Client Advisor
Kristen Meehan
Client Development Representative
William McNutt
Financial Planner
Matthew McCarthy
Senior Tax Advisor
Loretta McArdle
Administrative Assistant
Charlene Maruska
Senior Administrator
Todd Marotta
Regional Sales Manager
Will Mannon
Head of Sales
Wilovid Mallory
Client Services Associate
Laura Madariaga
Client Associate
Sharon Littell
Client Associate
Karen Lee
Chief Marketing & Strategy Officer
Jaron Lee
Client Associate
Carl Larimore
Client Advisor
Beth Lankford
Executive Assistant, Client Service Associate
Aaron Langston
Regional Vice President
Brett Landstrom
Client Advisor
Tyler Lancaster
Client Development Representative
Brandon Kurz
Financial Planner
Pratik Kumar
Client Associate
Alise Kraus
Client Advisor and Branch Manager
Skyler Kraemer
Client Advisor
Stefani Kohler
Client Associate
Sydney Kirkes
Client Associate
Ben Kingsley
Financial Planner
Ron Kibbe
Client Advisor
David Kerber
Client Advisor and Branch Manager
Thomas Keeney
Client Advisor
Ben Kautz
Managing Director
Jeff Katz
Regional Vice President
Drew Kanaly
Relationship Manager & Chairman Emeritus Kanaly Trust
Jeff Kacal
Managing Director
Renée Judycki
Client Advisor
Katasha Jones
Tax Administrator
Michael W. Johns
Client Advisor
Magdanny Jara
Tax Advisor
Rodney James
Vice President and Relationship Manager
Kevin Jack
Area Manager
Peter Ip
Senior Vice President and Relationship Manager
Nancy R. Hudak
Client Associate
Li Huang
Client Associate
Sarah Howard
Client Associate
Judith Hirotaka
Client Advisor
Tom Herzing
Client Advisor
Carlos Hernandez
Financial Planner
Lisa Hensley
Client Associate
Joseph Henry
Regional Vice President
Catherine Heimer
Client Administrator
Jesse Haverstock
Client Advisor
Ross Hasek
Client Administrator
Matt Hartloff
Client Associate
Marzena Hanek
Client Associate
David Haman
Client Advisor
Miranda Hamaker
Client Associate
Cody Hall
Client Advisor
Claire Hahn
Client Associate
George E. Haas
Client Advisor
Ben Gyulambaryan
Client Associate
Josh Gustafson
Head of Client Service
Fanny Guo
Client Advisor
Melanie Guhit
Financial Planner
Pamela Greene
Client Associate
Chris Graf
Regional Vice President
Linnea Goebel
Legal Administrator
Nicole Gobel
Client Advisor
Melissa Gioielli
Tax Associate
Clint Gioia
Client Administrator
Vince R. Gimarelli
Managing Director
Douglas Gilbert
Regional Vice President
William Geisz
Client Associate
Mendim Gecaj
Financial Planner
Jalen Garrett
Client Associate
Adam Fullmer
Financial Planner
Danielle Frazier
Client Associate
Geoffrey Franklin
Financial Planner
John Flanagan
Client Advisor & Branch Manager
Derek Finley
Financial Planner
Debbie Ferguson
Administrative Assistant
Devin Farrow
Regional Vice President
Doug Fabian
Executive Vice President
Susan Evans
Client Administrator
G. Merrick Estes, Jr.
Regional Vice President
Daniel Epstein
Tax Manager
John Eckel
Client Advisor, Area Manager
Catherine Eckel
Transition Consultant
Jessica Duxstad
Client Associate
Kara Duckworth
Client Advisor
Alexander Doyle
Client Associate
Michael T. Doran
Client Associate
Mark Doran
Senior Tax Director
Justin Do
Client Associate
Joseph DiPiazza
Client Administrator
Kevin Dillon
Regional Vice President
David DeVita
Client Advisor
Elizabeth B. deSousa
Client Advisor
Josh DeForest
Client Advisor and Branch Manager
Jenna Dana
Lead Estate Planning Attorney
Christopher Currin
Client Advisor
Laura Cuber
Client Advisor
Andrew Crim
Client Associate
Jojo Cresci
Financial Planner
Nancy Coumou
Client Advisor
Lisa Corboy
Client Administrator
Tammy Cooper
Financial Planner
Matt Cook
Client Advisor and Branch Manager
Laura Combs
Client Advisor and Branch Manager
Angel Colon
Client Advisor
Sue Cole
Client Service Associate
Edzai Chimedza
Financial Planner
Alexandra Chambers
Estate Planning Attorney
Jessica Caruso
Client Advisor and Branch Manager
Laura Carrasco
Tax Manager
Heather Jenkins Capps
Financial Planner
Brandon Capicotto
Client Associate
Nicholas Campbell
Client Advisor
Jocelyn Caliel
Client Administrator
Donald Calcagni
Chief Investment Officer
Yisen Cai
Client Advisor and Tax Advisor
Chanelle Caguin
Client Associate
Andrew Caceres
Senior Tax Advisor
Alexis Bustillos
Legal Assistant
Kiará Brown
Client Associate
Chuck Breuch
Client Advisor
Jamie Block
Client Advisor
Bryan Bielawski
Client Advisor
Sheryl Berkowitz
Branch Financial Administrator
Ryan W. Bergmann
Client Advisor
Ofer Ben-Menahem
Regional Vice President
Brooke Bees
Client Advisor
Erik Beach
Client Administrator
David Barton
Vice Chairman, M&A Leader
Jeremiah H. Barlow
Executive Vice President, Head of Family Wealth Services
Rick Baran
Client Advisor
Logan L. Baker
Estate Planning Attorney
Jennifer Baick
Client Advisor
Daniel Aulicino
Client Advisor
David Askew
Client Advisor
Tomiko Arthur
Client Service Associate
Bobby Arenivas
Financial Planner
Linda S. Ames Lyons
Financial Planner
David Ambrico
Regional Vice President
Greg Alger
Senior Vice President and Special Assets Manager
Kenneth Ajello
Client Associate
Adela Africano
Client Associate
Johnathan Aelmore
Client Advisor
Brian Abatemarco
Regional Sales Associate
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