Jacob Marcusen, CFP®
Client Services Manager
Allison Smith
Senior Client Service Consultant
Martha Gonzalez, FPQP®
Client Services Consultant
Jennie Prince
Client Services Consultant
Samantha Barham, FPQP™
Client Service Consultant
Shaina Anderson, FPQP®
Client Services Consultant
Alexis Peenstra
Client Services Consultant
Supanie Williams
Client Services Representative