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Jonathan Avila
Director of Client Success
Andy Barton
Head of Sales
Jordan Becker
Senior Client Success Manager
Ron Belza
Senior Client Success Manager
Laura Bolzner
Director of Sales
Jeremy Brock
Senior Client Success Manager
Matthew Bunch
Senior Client Success Manager
Alia Chaudhri
Senior Client Success Manager
Blake Coats
Senior Client Success Manager
David Collins
Senior Client Success Manager
Nicholas Colon
Director of Client Success
Christopher Daubenmire
Senior Client Success Manager
Michael Dougherty
Senior Client Success Manager
Nick Eggert
Senior Client Success Manager
Cory Fancher
Director of Sales
Jordan Felix
Senior Client Success Manager
Joseph Fennelly
Senior Client Success Manager
Dan Frey
Senior Client Success Manager
Preston Gordon
Client Success Associate
Jerica Hayes
Client Success Associate
Cody Holderbecker
Director of Client Success
Riley Hutchinson
Client Retention Specialist
Tripp Jarden
Senior Client Success Manager
Mike Johnson
Senior Client Success Manager
Chad Kimble, CFP®
Director of Client Success
Jon Kronmiller
Senior Client Success Manager
Harris Linch
Senior Client Success Manager
James Macon Mauldin
Senior Client Success Manager
Frank Muehlfelt
Client Success Associate
Jeremy Medlock
Senior Client Success Manager
Senior Client Success Manager
Josh Otto
Client Success Associate
Gus Paddison
Senior Client Success Manager
Fawn Parker
CSM Sales Manager
Jay Patel
Client Success Associate
James Robinson
Senior Client Success Manager
Justin Shack
Director of Client Success
T Shives
Senior Client Success Manager
Chris Simpler
Director of Sales Training
Nathan Spradlin
Director of Client Success
Stephanie Sternberg
Director of Client Success
Senior Client Success Manager
Senior Client Success Manager
Ben Tesson
Senior Client Success Manager
Harley Tobon
Client Success Associate
Karl Wacker
Senior Client Success Manager
Michelle Wagner
Director of Sales
