Ana Maria Salas Profile

Ana Maria Salas, CFP®
Relationship Manager

Bullett Manale Profile

Bullett Manale
Service Associate

Chris Merla Profile

Chris Merla
Chief Operations Officer

Collin O’Bryant Profile

Collin O’Bryant
Chief Compliance Officer

Courtney Garner Profile

Courtney Garner, CFP®
Relationship Manager

Elizabeth Masters Profile

Elizabeth Masters
Client Service Associate

Janice Whitten Profile

Janice Whitten, CFP®
Relationship Manager

Jenny Leishman Profile

Jenny Leishman
Administrative Assistant

Jessi Ayrer Profile

Jessi Ayrer
Client Service Associate

JL Bell Profile

JL Bell
Service Associate

Joy McCormack Profile

Joy McCormack
Director of Client Success

Laina Voong Profile

Laina Voong
Client Service Associate

Lisa Vollers Profile

Lisa Vollers
Finance Manager

Michaela Holbrook Profile

Michaela Holbrook
Executive Assistant

Monica Trevino Profile

Monica Trevino
Client Service Associate

Samuel Lawhon Profile

Samuel Lawhon
Research Assistant

Stephanie Melendez Profile

Stephanie Melendez
Service Associate