Alexander Adler

Senior Client Success Manager

Jonathan Avila

Director of Client Success

Andy Barton

Head of Sales

Jordan Becker

Senior Client Success Manager

Ron Belza

Senior Client Success Manager

Timothy Blusiewicz

Client Success Associate

Laura Bolzner

Director of Sales

Jeremy Brock

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

Justin Shack

Director of Client Success

Taqi Shami

Client Success Associate

Nate Shanholtz

Senior Client Success Manager

Chris Simpler

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

Joseph Zuber

Senior Client Success Manager