Meet Our Team Planners Client Success Team Planners Client Success Team Yovahnna Sacheen Aguilar Client Success Associate Linkedin Rasha Ali Senior Client Success Manager Linkedin Christina Arick Client Success Associate Linkedin Christine Benjamin Client Success Associate Linkedin Stefen Blount Senior Client Success Manager Linkedin Laura Bolzner Senior Client Success Manager Linkedin Roger Braxton, II Client Success Associate Linkedin Mitchell Bridge Client Success Associate Linkedin Andrew Cavin Senior Client Success Manager Linkedin Nicholas Colon Senior Client Success Manager Linkedin Alexandria Davis Client Success Manager Linkedin Tierney Driscoll Client Success Associate Linkedin Cory Fancher Senior Client Success Manager Linkedin Tara Floyd Head of Client Success Linkedin Pat Hartnett Senior Client Success Manager Linkedin Hugh Herlin Senior Client Success Manager Linkedin Alex Hernandez Senior Client Success Manager Linkedin Dennis Huergo Senior Client Success Manager & Sales Coach Linkedin Tripp Jarden Senior Client Success Manager Linkedin Saier Jiang Senior Client Success Manager Linkedin Gary Johnston Senior Client Success Manager Linkedin Jacob Kent Senior Client Success Manager & Sales Coach Chad Kimble, CFP® Director of Client Success Linkedin Patrick Lewis Senior Client Success Manager Linkedin Anastassia Lover Senior Client Success Manager Linkedin Katie Masters Senior Client Success Manager Linkedin Michelle Montpetit, CFP® Head of Financial Coaching Linkedin Fawn Parker Client Success Manager Linkedin Jenny Putnam Senior Client Success Manager Linkedin Michael Riley Client Success Associate Linkedin Justin Shack Senior Client Success Manager Linkedin Taqi Shami Client Success Associate Linkedin Nate Shanholtz Senior Client Success Manager Linkedin Anders Skagerberg Client Success Team Lead Linkedin Timothy Sternfeld Client Success Manager Linkedin Dominic Vertullo Senior Client Success Manager Linkedin Brian Williams Client Success Associate Linkedin Mike Wood Senior Client Success Manager Linkedin Tom Waitkus Senior Client Success Manager Linkedin Gary Wright Senior Client Success Manager Linkedin
