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