Tamieka Bonner
Sr. Client Service Specialist
Tavia Williams
Client Service Specialist
Yasmin McLocklin
Client Service Specialist
Ifia Stainrod
Sr. Retirement Plan Specialist
Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.
Sr. Client Service Specialist
Client Service Specialist
Client Service Specialist
Sr. Retirement Plan Specialist
January 30, 2025