Menu
Alexander Adler
Senior Client Success Manager
Jonathan Avila
Director of Client Success
Andy Barton
Head of Sales
Jordan Becker
Senior Client Success Manager
Blake Coats
Senior Client Success Manager
Daniel Coldewey
Senior Client Success Manager
David Collins
Senior Client Success Manager
Nicholas Colon
Director of Client Success
Patrick Cronin
Senior Client Success Manager
Christopher Daubenmire
Senior Client Success Manager
Regina Doronila
Senior Client Success Manager
Cory Fancher
Director of Sales
Jordan Felix
Senior Client Success Manager
Joseph Fennelly
Senior Client Success Manager
Bobby Fischer
Client Success Associate
Erin Frielink
Client Success Associate
Preston Gordon
Client Success Associate
Matthew Hale
Director of Sales & Lead Planner
Jerica Hayes
Client Success Associate
Cody Holderbecker
Director of Client Success
Katherine Horner
Senior Client Success Manager
Dennis Huergo
Director of Client Success
Riley Hutchinson
Client Success Associate
Diamond James
Client Success Associate
Tripp Jarden
Senior Client Success Manager
Mike Johnson
Senior Client Success Manager
Eddy Jurgielewicz
Senior Client Success Manager
Chad Kimble, CFP®
Director of Client Success
Jon Kronmiller
Senior Client Success Manager
Harris Linch
Senior Client Success Manager
Natalia Madera
Senior Client Success Manager
James Macon Mauldin
Senior Client Success Manager
Jeremy Medlock
Senior Client Success Manager
Aaron Meir
Senior Client Success Manager
Moustafa Moussa
Senior Client Success Associate
Michael Moyer
Client Success Associate
Frank Muehlfelt
Client Success Associate
David Nicosia
Senior Client Success Manager
Josh Otto
Client Success Associate
Fawn Parker
Assistant Call Center Manager
Mike Pappis
Senior Client Success Manager
Jay Patel
Client Success Associate
Nick Phillips
Client Success Associate
Gibbs Preston
Senior Client Success Manager
Nathan Purdy
Senior Client Success Manager
John Rivera
Senior Client Success Manager
James Robinson
Senior Client Success Manager
Michael Rodriguez
Senior Client Success Manager
Christopher Smith
Senior Client Success Manager
Nathan Spradlin
Senior Client Success Manager
Stephanie Sternberg
Director of Client Success
Timothy Sternfeld
Senior Client Success Manager
Senior Client Success Manager
Senior Client Success Manager
Ben Tesson
Senior Client Success Manager
Harley Tobon
Client Success Associate
Paul Tomasulo
Client Success Associate
Anthony Vidal
Senior Client Success Manager
Karl Wacker
Senior Client Success Manager
Michelle Wagner, CFP®
Director of Sales
Tara Wallace
Senior Client Success Manager
Anna Wisniewski
Senior Client Success Manager
Mike Wood
Director of Sales
