Headshot

Danielle Ashbrook

Client Service Associate

 

Headshot

Carolyn Bates

Receptionist

Headshot

Dan Bush

Client Service Associate - Data Management

 

Headshot

Jason Collins

Network Administrator

 

Headshot

Nate Dewey

Sr. Accountant

 

Headshot

Brett Foreman

Client Service Associate - Data Management

 

Headshot

Nolan Gladieux

Director of Investment Research

 

Headshot

Ellie Heneman

Associate Financial Planner

 

Headshot

Brian Jack

Partner, Operations Director

Headshot

Carri Jackson

Client Services Specialist

 

Headshot

Elya John

Associate Financial Planner

 

Headshot

Kasey Keith

Associate Financial Planner

Headshot

Kaia Liu

Client Service Administrator - Data Management

Headshot

Scott Lutz

Client Service Administrator

Headshot

Kelsey Miller

Client Services Specialist

Headshot

Terry Needles

HR Associate

Headshot

Tracie Patten

Marketing Director

 

Headshot

Ari Preza

Billing Specialist

 

Headshot

Helena Rose

Client Service Associate

 

Headshot

Chloe Rumpf

Business Process Manager

 

Headshot

Niket Shah

Associate Analyst

 

Headshot

Jeffrey Suchy

Investment Operations Director

 

Headshot

Karen Thompson

HR Director

 

Headshot

Jennifer Toth

Trading Director

 

Headshot

Bob Williams

Client Service Associate

 

Headshot

Diane Zaitsev

Client Service Administrator - Data Management