Christian Abraham

Senior Client Success Manager

Alexander Adler

Senior Client Success Manager

Yovahnna Sacheen Aguilar

Client Success Associate

Rasha Ali

Senior Client Success Manager

Jonathan Avila

Senior Client Success Manager

Athina Batis

Client Success Associate

Ron Belza

Senior Client Success Manager

Christine Benjamin

Client Success Manager

Stefen Blount

Senior Client Success Manager

Laura Bolzner

Senior Client Success Manager & Sales Coach

Roger Braxton, II

Client Success Associate

Mitchell Bridge

Client Success Manager

Megan Buman

Senior Client Success Manager

Andrew Cavin

Senior Client Success Manager

Nicholas Colon

Senior Client Success Manager

Patrick Cronin

Senior Client Success Manager

Christopher Daubenmire

Senior Client Success Manager

Alexandria Davis

Client Success Manager

Tierney Driscoll

Client Success Associate

Lauren Dunn

Senior Client Success Manager

Agron Elmazi

Senior Client Success Manager

Cory Fancher

Senior Client Success Manager & Sales Coach

Joseph Fennelly

Client Success Associate

Bobby Fischer

Senior Client Success Manager

Tara Floyd

Head of Client Success

Erin Frielink

Client Success Associate

Li Gettleman

Senior Client Success Manager

Ioannis Giannas

Client Success Associate

Joseph De Guzman

Client Success Associate

Pat Hartnett

Senior Client Success Manager

Hugh Herlin

Senior Client Success Manager

Cody Holderbecker

Senior Client Success Manager

Dennis Huergo

Senior Client Success Manager & Sales Coach

Riley Hutchinson

Client Success Associate

Tripp Jarden

Senior Client Success Manager

Saier Jiang

Senior Client Success Manager

Gary Johnston

Senior Client Success Manager

Andrzej Karwaczynski

Senior Client Success Manager

Jacob Kent

Senior Client Success Manager & Sales Coach

Chad Kimble, CFP®

Director of Client Success

Anna Knezevic

Client Success Associate

Patrick Lewis

Senior Client Success Manager

Anastassia Lover

Senior Client Success Manager

Jacob Lucas

Senior Client Success Manager

Daniel Manopla

Senior Client Success Manager

Katie Masters

Senior Client Success Manager

Aaron Meir

Senior Client Success Manager

Selena Mohamed

Client Success Associate

Michelle Montpetit, CFP®

Head of Financial Coaching

Michael Moyer

Client Success Associate

Andrew Nelson

Senior Client Success Manager

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

Christopher Scannavino

Client Success Associate

Michael Riley

Client Success Associate

Justin Shack

Senior Client Success Manager

Taqi Shami

Client Success Associate

Nate Shanholtz

Senior Client Success Manager

Anders Skagerberg

Client Success Team Lead

Chris Simpler

Senior Client Success Manager

Nathan Spradlin

Senior Client Success Manager

George Starling

Senior Client Success Manager

Stephanie Sternberg

Senior Client Success Manager

Timothy Sternfeld

Senior Client Success Manager

Daniel Tamburello

Senior Client Success Manager

Abhay Thakkar

Senior Client Success Manager

Harley Tobon

Client Success Associate

Paul Tomasulo

Senior Client Success Manager

Mike Wood

Senior Client Success Manager

Tom Waitkus

Senior Client Success Manager

Gary Wright

Senior Client Success Manager