Christian Abraham

Senior Client Success Manager

Alexander Adler

Senior Client Success Manager

Jonathan Avila

Senior Client Success Manager

Anthony Badillo

Senior Client Success Manager

Jordan Becker

Senior Client Success Manager

Ron Belza

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

Sr. Client Success Manager

Megan Buman

Senior Client Success Manager

Nicholas Colon

Senior Client Success Manager

Patrick Cronin

Senior Client Success Manager

Christopher Daubenmire

Senior Client Success Manager

Cory Fancher

Senior Client Success Manager & Director of Sales

Joseph Fennelly

Client Success Manager

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®

Associate Planner

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

Tim Jones

Senior Client Success Manager

Eddy Jurgielewicz

Senior Client Success Manager

Jacob Kent

Senior Client Success Manager & Director of Sales

Chad Kimble, CFP®

Director of Client Success

Anna Knezevic

Client Success Associate

Jon Kronmiller

Senior Client Success Manager

Harris Linch

Senior Client Success Manager

Jacob Lucas

Senior Client Success Manager

Natalia Madera

Senior Client Success Manager

Katie Masters

Client Experience Manager

James Macon Mauldin

Senior Client Success Manager

Aaron Meir

Senior Client Success Manager

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

Michael Riley

Sr. Client Success Manager

Michael Rodriguez

Senior Client Success Manager

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

Sr. Client Success Manager

Ben Tesson

Senior Client Success Manager

Harley Tobon

Client Success Associate

Paul Tomasulo

Senior Client Success Manager

Michelle Wagner, CFP®

Director of Sales

Tara Wallace

Senior Client Success Manager

Anna Wisniewski

Senior Client Success Manager

Mike Wood

Senior Client Success Manager & Director of Sales

Joseph Zuber

Senior Client Success Manager