Cfp® Brooke Jackson

Manager Of Wealth Planning

Cfp® Devoda Owens

Analyst - Financial Planner II

Jake Brennan

Operations Associate

Kimberly S.

Financial Planning Analyst

Marissa Amar

Wealth Planning Analyst I

Paul Vitale

Financial Planner

Dee Simper

Client Service Manager

Allison Britz

Client Services Associate

Julia Benson

Senior Client Service Associate

Susan Montgomery

Client Service Manager

Daniel Thornton

Chief Operations Officer

Janet Ortiz

Operations Data Manager

Lyda I.

Chief Compliance Office Chief Of Staff

Corbin Grillo

Director Of Investment Strategy

Irving Reyna

Senior Fixed Income Analyst

Michael J Flores

Senior Trader And Account Analyst

Nina Novales

Trader

Sam Flynn

Trader

Hernaldo Rivera

Director Of Business Development

Carolyn Galfione

Portfolio Mgr

Heidi Davis

Executive Vice President

Luke Wuthrich

Analyst 1