Evelyn Ramos
Wealth Planning Manager
Sam Ward
Wealth Planner
Liliya Berezovskiy
Wealth Planner
Kody Borja
Human Resources Generalist
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