Danielle Ashbrook

Danielle Ashbrook

Client Service Associate
785

Carolyn Bates

Receptionist
Dan Bush

Dan Bush

Client Service Associate - Data Management
Jason Collins

Jason Collins

Network Administrator
Dewey_Nathaniel_WEB_$107$FP6_9749

Nate Dewey

Senior Accountant
Callan Hash

Callan Hash

Executive Administrator
279

Grace Flesher

Associate Financial Planner
280

Ellie Heneman

Associate Financial Planner
193

Brett Foreman

Client Service Associate - Data Management
Jamaal Henry

Jamaal Henry

Associate Financial Planner
Nolan Gladieux, CFA

Nolan Gladieux, CFA

Director of Research
674

Brian Jack

Partner, Operations Director
Jackson_Carri_20220928_FP9_4463-Edit

Carri Jackson

Client Service Administrator
209

Elya John

Associate Financial Planner
277

Kasey Keith

Associate Financial Planner
211

Kaia Liu

Client Service Administrator - Data Management
261

Scott Lutz

Client Service Administrator
407

Kelsey Miller

Client Service Administrator
Terry Needles

Terry Needles, aPHR ®

HR Associate
263

Tracie Patten

Marketing Director
Preza_Ari - FP6_6349

Ari Preza

Billing Specialist
Helena Rose

Helena Rose

Client Service Associate
278

Chloe Rumpf

Manager, Business Processes
281

Niket Shah

Associate Analyst
Jeffrey Suchy, CFP®

Jeffrey Suchy, CFP®

Director of Investment Operations
704

Karen Thompson, SPHR, SHRM-SCP

Director of Human Resources
Jennifer Toth

Jennifer Toth

Director of Trading
Bob Williams

Bob Williams

Client Service Administrator
262

Diane Zaitsev

Client Service Administrator - Data Management
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