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Christian Abraham

Senior Client Success Manager

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Alexander Adler

Senior Client Success Manager

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Rasha Ali

Senior Client Success Manager

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Samantha Anderson

Senior Client Success Manager

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Jonathan Avila

Senior Client Success Manager

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Anthony Badillo

Senior Client Success Manager

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Ron Belza

Senior Client Success Manager

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Christine Benjamin

Client Success Associate

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Stefen Blount

Senior Client Success Manager

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Timothy Blusiewicz

Client Success Associate

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Adam Bollenback

Client Success Manager

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Laura Bolzner

Senior Client Success Manager & Director of Sales

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Mitchell Bridge

Client Success Manager

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Jeremy Brock

Client Success Associate

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Megan Buman

Senior Client Success Manager

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Nicholas Colon

Senior Client Success Manager

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Patrick Cronin

Senior Client Success Manager

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Christopher Daubenmire

Senior Client Success Manager

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Tierney Driscoll

Client Success Associate

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Cory Fancher

Senior Client Success Manager & Director of Sales

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Joseph Fennelly

Client Success Associate

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Bobby Fischer

Senior Client Success Manager

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Tara Floyd

Head of Client Delight

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Erin Frielink

Client Success Associate

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Samantha Gardner

Senior Client Success Manager

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Li Gettleman, CFP®

Senior Client Success Manager

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Joseph De Guzman

Client Success Associate

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Pat Hartnett

Senior Client Success Manager

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Hugh Herlin

Client Experience Manager

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Cody Holderbecker

Senior Client Success Manager

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Dennis Huergo

Director of Client Success

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Riley Hutchinson

Client Success Associate

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Tripp Jarden

Senior Client Success Manager

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Saier Jiang

Senior Client Success Manager

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Gary Johnston

Senior Client Success Manager

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Victoria Johnston

Senior Client Success Manager

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Tim Jones

Senior Client Success Manager

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Andrzej Karwaczynski

Client Success Associate

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Jacob Kent

Senior Client Success Manager & Director of Sales

Chad Kimble, CFP®

Director of Client Success

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Anna Knezevic

Client Success Associate

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Anastassia Lover

Senior Client Success Manager

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Jacob Lucas

Senior Client Success Manager

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Daniel Manopla

Senior Client Success Manager

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Katie Masters

Client Experience Manager

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Aaron Meir

Senior Client Success Manager

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Michelle Montpetit, CFP®

Head of Financial Coaching

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Michael Moyer

Client Success Associate

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Frank Muehlfelt

Client Success Associate

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David Nicosia

Senior Client Success Manager

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Fawn Parker

Client Success Manager

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Jay Patel

Client Success Associate

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Gibbs Preston

Senior Client Success Manager

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Jenny Putnam

Senior Client Success Manager

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Kelsey Reed

Senior Client Success Manager

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Michael Riley

Client Success Associate

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Justin Shack

Senior Client Success Manager

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Taqi Shami

Client Success Associate

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Nate Shanholtz

Senior Client Success Manager

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Chris Simpler

Senior Client Success Manager

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Nathan Spradlin

Senior Client Success Manager

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Stephanie Sternberg

Senior Client Success Manager

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Timothy Sternfeld

Senior Client Success Manager

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Abhay Thakkar

Senior Client Success Manager

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Harley Tobon

Client Success Associate

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Paul Tomasulo

Senior Client Success Manager

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Tara Wallace

Senior Client Success Manager

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Mike Wood

Senior Client Success Manager & Director of Sales

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Joseph Zuber

Senior Client Success Manager

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