Meet our Advisory Team

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.

Northeast
Midwest
Southeast
Southwest
West
Tamieka Perkins headshot

Tamieka Bonner

Sr. Client Service Specialist

Tavia Williams

Client Service Specialist

Yasmin McLocklin

Yasmin McLocklin

Client Service Specialist

Ifia Stainrod headshot

Ifia Stainrod

Sr. Retirement Plan Specialist

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