Christian Abraham

Senior Client Success Manager

Alexander Adler

Senior Client Success Manager

Rasha Ali

Senior Client Success Manager

Samantha Anderson

Senior Client Success Manager

Jonathan Avila

Senior Client Success Manager

Anthony Badillo

Senior Client Success Manager

Ron Belza

Senior Client Success Manager

Christine Benjamin

Client Success Associate

Stefen Blount

Senior Client Success Manager

Timothy Blusiewicz

Client Success Associate

Adam Bollenback

Client Success Manager

Laura Bolzner

Senior Client Success Manager & Director of Sales

Mitchell Bridge

Client Success Manager

Jeremy Brock

Client Success Associate

Megan Buman

Senior Client Success Manager

Nicholas Colon

Senior Client Success Manager

Patrick Cronin

Senior Client Success Manager

Christopher Daubenmire

Senior Client Success Manager

Tierney Driscoll

Client Success Associate

Cory Fancher

Senior Client Success Manager & Director of Sales

Joseph Fennelly

Client Success Associate

Bobby Fischer

Senior Client Success Manager

Tara Floyd

Head of Client Delight

Erin Frielink

Client Success Associate

Samantha Gardner

Senior Client Success Manager

Li Gettleman, CFP®

Senior Client Success Manager

Joseph De Guzman

Client Success Associate

Pat Hartnett

Senior Client Success Manager

Hugh Herlin

Client Experience Manager

Cody Holderbecker

Senior Client Success Manager

Dennis Huergo

Director of Client Success

Riley Hutchinson

Client Success Associate

Tripp Jarden

Senior Client Success Manager

Saier Jiang

Senior Client Success Manager

Gary Johnston

Senior Client Success Manager

Victoria Johnston

Senior Client Success Manager

Tim Jones

Senior Client Success Manager

Andrzej Karwaczynski

Client Success Associate

Jacob Kent

Senior Client Success Manager & Director of Sales

Chad Kimble, CFP®

Director of Client Success

Anna Knezevic

Client Success Associate

Anastassia Lover

Senior Client Success Manager

Jacob Lucas

Senior Client Success Manager

Daniel Manopla

Senior Client Success Manager

Katie Masters

Client Experience Manager

Aaron Meir

Senior Client Success Manager

Michelle Montpetit, CFP®

Head of Financial Coaching

Michael Moyer

Client Success Associate

Frank Muehlfelt

Client Success Associate

David Nicosia

Senior Client Success Manager

Fawn Parker

Client Success Manager

Jay Patel

Client Success Associate

Gibbs Preston

Senior Client Success Manager

Jenny Putnam

Senior Client Success Manager

Kelsey Reed

Senior Client Success Manager

Michael Riley

Client Success Associate

Justin Shack

Senior Client Success Manager

Taqi Shami

Client Success Associate

Nate Shanholtz

Senior Client Success Manager

Chris Simpler

Senior Client Success Manager

Nathan Spradlin

Senior Client Success Manager

Stephanie Sternberg

Senior Client Success Manager

Timothy Sternfeld

Senior Client Success Manager

Abhay Thakkar

Senior Client Success Manager

Harley Tobon

Client Success Associate

Paul Tomasulo

Senior Client Success Manager

Tara Wallace

Senior Client Success Manager

Mike Wood

Senior Client Success Manager & Director of Sales

Joseph Zuber

Senior Client Success Manager