Marzena Hanek
Regional Sales Associate
Matt Snyder
Regional Sales Associate
Murphy Adriano-Rhodes
Manager, Direct Client Development
Nikki Ivins
Sr. Regional Client Development Associate
Spencer Anderson
Regional Sales Associate
Stacy Reen
Regional Sales Associate
Susan Evans, CFP®, CDFA®
Regional Vice President
Susy Gibo
Sr. Regional Client Development Associate
Tyler Schaefer
Manager, Regional Client Development Associates
Aaron Bauer, CFP®, CSLP®
Sr. Manager, Financial Planning
Adam Stanowick, CFP®
Sr Manager, Financial Planning
Alejandro H. Aguilar, MBA, CFA
Sr. Financial Planner
Alexandra Mendoza
Financial Planner
Alexis Kibbe, CFP®
Financial Planner
Alexis Wilkinson
Financial Planner
Amanda Caster, CFP®
Financial Planner
Amy Boyd, CFP®
Sr. Financial Planner
Amy Henthorn-Powell, AIF®, CFP®
Sr. Financial Planner
Andrea McCarthy
Financial Planner
Anuska Kovalcheck, CFP®
Financial Planner