Jonathan Avila

Director of Client Success

Andy Barton

Head of Sales

Jordan Becker

Senior Client Success Manager

Ron Belza

Senior Client Success Manager

Laura Bolzner

Director of Sales

Jeremy Brock

Senior Client Success Manager

Matthew Bunch

Senior Client Success Manager

Alia Chaudhri

Senior Client Success Manager

Blake Coats

Senior Client Success Manager

David Collins

Senior Client Success Manager

Nicholas Colon

Director of Client Success

Christopher Daubenmire

Director of Sales

Michael Dougherty

Senior Client Success Manager

Nick Eggert

Senior Client Success Manager

Cory Fancher

Director of Sales

Jordan Felix

Senior Client Success Manager

Joseph Fennelly

Senior Client Success Manager

Dan Frey

Senior Client Success Manager

Brian Fuchs

Senior Client Success Manager

Preston Gordon

Client Success Associate

Jerica Hayes

Client Success Associate

Cody Holderbecker

Director of Client Success

Riley Hutchinson

Client Success Associate

Tripp Jarden

Senior Client Success Manager

Mike Johnson

Senior Client Success Manager

Chad Kimble, CFP®

Director of Client Success

Jon Kronmiller

Senior Client Success Manager

Harris Linch

Senior Client Success Manager

James Macon Mauldin

Senior Client Success Manager

Frank Muehlfelt

Client Success Associate

Jeremy Medlock

Senior Client Success Manager

Senior Client Success Manager

Josh Otto

Client Success Associate

Gus Paddison

Senior Client Success Manager

Fawn Parker

CSM Sales Manager

Jay Patel

Client Success Associate

James Robinson

Senior Client Success Manager

Justin Shack

Director of Client Success

T Shives

Senior Client Success Manager

Chris Simpler

Director of Sales Training

Nathan Spradlin

Director of Client Success

Stephanie Sternberg

Director of Client Success

Senior Client Success Manager

Senior Client Success Manager

Ben Tesson

Senior Client Success Manager

Harley Tobon

Client Success Associate

Karl Wacker

Senior Client Success Manager

Michelle Wagner

Director of Sales

Bill Werner

Director of Sales

Mike Wood

Director of Sales

Joseph Zuber

Senior Client Success Manager