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Christian Abraham
Senior Client Success Manager
Alexander Adler
Senior Client Success Manager
Jonathan Avila
Senior Client Success Manager
Anthony Badillo
Senior Client Success Manager
Jordan Becker
Senior Client Success Manager
Ron Belza
Senior Client Success Manager
Timothy Blusiewicz
Client Success Associate
Adam Bollenback
Client Success Manager
Samantha Gardner
Senior Client Success Manager
Li Gettleman, CFP®
Associate Planner
Joseph De Guzman
Client Success Associate
Pat Hartnett
Senior Client Success Manager
Tripp Jarden
Senior Client Success Manager
Tim Jones
Senior Client Success Manager
Eddy Jurgielewicz
Senior Client Success Manager
Jacob Kent
Senior Client Success Manager & Director of Sales
Chad Kimble, CFP®
Director of Client Success
Anna Knezevic
Client Success Associate
Jon Kronmiller
Senior Client Success Manager
Harris Linch
Senior Client Success Manager
Jacob Lucas
Senior Client Success Manager
Natalia Madera
Senior Client Success Manager
Katie Masters
Client Experience Manager
James Macon Mauldin
Senior Client Success Manager
Michael Riley
Sr. Client Success Manager
Michael Rodriguez
Senior Client Success Manager
Justin Shack
Senior Client Success Manager
Taqi Shami
Client Success Associate
Timothy Sternfeld
Senior Client Success Manager
Sr. Client Success Manager
Ben Tesson
Senior Client Success Manager
Harley Tobon
Client Success Associate
Paul Tomasulo
Senior Client Success Manager
Michelle Wagner, CFP®
Director of Sales
Tara Wallace
Senior Client Success Manager
