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. James holds the FINRA Series 65 license.
Al Zdenek
Executive Vice President
Joseph Young
Client Advisor and Branch Manager
Fred Xuereb
Client Associate
Timothy Wylder
Senior Vice President
Yvonne Wood
Client Advisor
Brandon Wissinger
Client Advisor
Draysen Wilson
Client Administrator
Greg A. Willsey
Client Advisor and Branch Manager
Gary Williams
Senior Vice President and Relationship Manager
Duncan Wilk
Regional Vice President
Alexa Willis
Client Associate
James Werner
Client Associate
Dave Welling
Chief Executive Officer
Shala L. Walker
Financial Planner
Karsten Voermann
Chief Financial Officer
David Ventura
Client Associate
Emi Umezawa
Client Advisor
Tracey Turko
Client Advisor and Branch Manager
Susan Travis
Client Advisor and Branch Manager
Bethany VanDerMeid
Client Associate
James Todd
Client Advisor
Brady Tice
Regional Sales 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
Paul Sutherland
Executive Vice President
Brian Sullivan
Client Advisor and Branch Manager
Doug Suhr
Regional Vice President
Jamie Stone
Client Advisor and Branch Manager
Tiffany Stokes
Client Associate
Adam Stanowick
Client Associate
Lawrence Solomon
Client Advisor
Jason Sobolik
Financial Planner
Michael Snider
Financial Planner
Javier Solis
Client Advisor
Tyler Smith
Client Advisor
Frances Smith
Financial Planner
John Silletto
Senior Portfolio Manager
Matthew W. Sheets
Client Advisor
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 Associate
Steven Schwartz
Client Advisor and Branch Manager
Lucas Schwaller
Regional Vice President
Justin Scholljegerdes
Client Administrator
Maeve Schmid
Client Associate
Dane Sauer
Financial Planner
Elisha Sanchez
Client Associate
Kevin Russell
Client Advisor
Laura Rowley
Vice President and Relationship Manager
Shane Rowan
Tax Associate
Merry Rosadi
Legal Assistant
Glen Rives
Financial Planner
Kseniya Ribeiro
Client Associate
Denise Rhodey
Client Associate
Norinda Ray
Client Associate
Renae Ransdell
Client Advisor
Paola Ramos
Financial Planner
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
Renée Pichette
Client Associate
Frank Piccolo
Client Associate
Brian Picariello
Senior Vice President, Client Advisor and Branch Manager
William Perysian
Vice President, Business Development
Vijay C. Patel
Client Advisor
Neil Paolella
Client Advisor and Branch Manager
Jesse J. Pantano
Regional Vice President
Kelly Palmer
Client Advisor
Amanda O’Sullivan
Client Administrator
Madeline I. Noveck
Client Advisor
Marc A. Normann
Regional Vice President
Barry Newman
Senior Tax Director
Andrew Neville
Estate Planning Attorney
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
Christopher S. Murphy
Client Associate
Naeshia Mota
Client Administrator
Nicole Mosley
Client Associate
Alec Montoya
Financial Planner
Susan Monaghan
Financial Planner
Gabrielle Mollick
Client Solutions Representative
Sandra Mitchell
Client Associate
Jonathan Mitchell
Client Advisor
Glen Minton
Regional Vice President
Jeff Minc
Financial Planner
Jesse Mignone
Client Associate
Emily Meier
Legal Assistant
Adis Mehic
Client Advisor
Kristen Meehan
Regional Sales Associate
William McNutt
Financial Planner
W. Thomas McNary
Client Advisor
Judy McNary
Senior Client Advisor and Special Projects
Daniel M. McDermott
Client Advisor and Branch Manager
Alice McDermott
Client Advisor
Matthew McCarthy
Senior Tax Advisor
Charlene Maruska
Client Administrator
Will Mannon
Head of Sales
Joseph Mah
Client Advisor and Branch Manager
Laura Madariaga
Client Associate
Jeffrey Lokken
Client Advisor
Marie Levinsky
Client Administrator
Becky Leslie
Client Administrator
Stephen I. Lee
Client Advisor
Karen Lee
Chief Marketing and Strategy Officer
Jaron Lee
Client Associate
Dedrick Lee
Legal Assistant
Harmon Laurin
Senior Vice President
Carl Larimore
Client Advisor
Aaron Langston
Regional Vice President
Joel Lange
Client Advisor
Brett Landstrom
Client Advisor
Nicholas Ladaga
Client Administrator
Kristofer Lachapel
Client Associate
Brandon Kurz
Financial Planner
Shishun Kryskalla
Client Administrator
Alise Kraus
Client Advisor and Branch Manager
Skyler Kraemer
Client Advisor
Stefani Kohler
Client Associate
Monica Knowles
Managing Director
Sydney Kirkes
Client Associate
Ron Kibbe
Client Advisor
Kristen Kestel
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 and Chairman Emeritus Kanaly Trust
Korina Kaio-Maddox
Client Administrator
Jeff Kacal
Managing Director
Renée Judycki
Client Advisor
Gabrielle Joiner
Client Associate
Michael W. Johns
Client Advisor
Magdanny Jara
Tax Advisor
Rodney James
Vice President and Relationship Manager
Kevin Jack
Client Advisor and Regional Director
Peter Ip
Senior Vice President and Relationship Manager
Barry Hyman
Regional Vice President
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 Associate
Marzena Hanek
Client Associate
David Haman
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
Nicole Gobel
Client Advisor
Melissa Gioielli
Tax Associate
Vince R. Gimarelli
Managing Director
Merideth Gillis
Client Administrator
Douglas Gilbert
Regional Vice President
Mark S. Germain
Managing Director
Jacob Gee
Client Associate
Mendim Gecaj
Financial Planner
David E. Gardner
Vice President and Senior Client Advisor
Michael J. Freiling
Client Advisor
Danielle Frazier
Client Associate
Geoffrey Franklin
Financial Planner
Rocio Fitzgerald
Client Administrator
Devin Farrow
Regional Vice President
Doug Fabian
Executive Vice President
Susan Evans
Client Associate
G. Merrick Estes, Jr.
Regional Vice President
Daniel Epstein
Tax Manager
Michelle Elia
Client Administrator
Samantha Elder
Director of Human Resources
Renée Egelski
Client Advisor
John Eckel
Client Advisor, Area Manager
Jessica Duxstad
Client Associate
Kara Duckworth
Client Advisor and Managing Director of Client Experience
Alexander Doyle
Client Associate
Stevan Downs
Senior Tax Advisor
Michael T. Doran
Client Associate
Mark Doran
Senior Tax Director
Justin Do
Client Associate
Kevin Dillon
Regional Vice President
David DeVita
Client Advisor
Elizabeth B. deSousa
Client Advisor
Josh DeForest
Client Advisor and Regional Director
Ann de Zeeuw
Client Administrator
Jenna Dana
Lead Estate Planning Attorney
Christopher Currin
Client Advisor
Laura Cuber
Client Advisor
Kerry Crowley
Manager of Operations, BWM
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 Regional Director
Angel Colon
Client Advisor
Alexandra Chambers
Estate Planning Attorney
José Castañeda
Client Solutions Representative
Jessica Caruso
Client Advisor and Branch Manager
Laura Carrasco
Tax Manager
John Carney
Client Advisor
Heather Jenkins Capps
Financial Planner
Brandon Capicotto
Client Associate
Nicholas Campbell
Client Advisor
Donald Calcagni
Chief Investment Officer
Yisen Cai
Client Advisor and Tax Advisor
Chanelle Caguin
Client Associate
Andrew Caceres
Senior Tax Advisor
Christopher R. Cacchiola
Client Advisor
Alexis Bustillos
Legal Assistant
Chuck Breuch
Client Advisor
Jamie Block
Client Advisor
Christopher Blakely
Financial Planner
Bryan Bielawski
Client Advisor
Sheryl Berkowitz
Client Associate
Bill Berg
Senior Vice President, Senior Portfolio Manager
Colin A. Bell
Client Advisor
Brooke Bees
Client Advisor and Branch Manager
Stephen Bauer
Client Solutions Representative
David Barton
Vice Chairman, M&A Leader
Jeremiah H. Barlow
Executive Vice President, Head of Family Wealth Services
Linda Barcheski
Client Administrator
Rick Baran
Client Advisor
Logan L. Baker
Estate Planning Attorney
Jennifer Baick
Client Advisor
Meagan Blazier
Client Administrator
Daniel Aulicino
Client Advisor
David Askew
Client Advisor
Bobby Arenivas
Financial Planner
Rafael Arellano
Financial Planner
Heather Aragona
Client Administrator
Stephanie Anderson
Client Advisor
Eric Anderson
Client Advisor
Linda S. Ames Lyons
Financial Planner and Assistant Branch Manager
Robin Allis
Team Manager, Client Solutions Team
Greg Alger
Unique Asset Manager
Kenneth Ajello
Client Associate
Adela Africano
Client Associate
John Abrahamson
Principal Emeritus
Brian Abatemarco
Regional Sales Associate
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