Yovahnna Sacheen Aguilar

Client Success Associate

Rasha Ali

Senior Client Success Manager

Christina Arick

Client Success Associate

Christine Benjamin

Client Success Associate

Stefen Blount

Senior Client Success Manager

Laura Bolzner

Senior Client Success Manager

Roger Braxton, II

Client Success Associate

Mitchell Bridge

Client Success Associate

Andrew Cavin

Senior Client Success Manager

Nicholas Colon

Senior Client Success Manager

Alexandria Davis

Client Success Manager

Tierney Driscoll

Client Success Associate

Cory Fancher

Senior Client Success Manager

Tara Floyd

Head of Client Success

Pat Hartnett

Senior Client Success Manager

Hugh Herlin

Senior Client Success Manager

Alex Hernandez

Senior Client Success Manager

Dennis Huergo

Senior Client Success Manager & Sales Coach

Tripp Jarden

Senior Client Success Manager

Saier Jiang

Senior Client Success Manager

Gary Johnston

Senior Client Success Manager

Jacob Kent

Senior Client Success Manager & Sales Coach

Chad Kimble, CFP®

Director of Client Success

Patrick Lewis

Senior Client Success Manager

Anastassia Lover

Senior Client Success Manager

Katie Masters

Senior Client Success Manager

Michelle Montpetit, CFP®

Head of Financial Coaching

Fawn Parker

Client Success Manager

Jenny Putnam

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

Anders Skagerberg

Client Success Team Lead

Timothy Sternfeld

Client Success Manager

Dominic Vertullo

Senior Client Success Manager

Brian Williams

Client Success Associate

Mike Wood

Senior Client Success Manager

Tom Waitkus

Senior Client Success Manager

Gary Wright

Senior Client Success Manager