Org chart
Kelli Click
President
Kelli Click
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Jeff Thompson
Executive Vice President
Margaret McVan
VP, Client Experience
Dena Mayo
VP, Marketing & Communications
Patrick Hagen
National Director of Business Development
Dan Rupper
Regional Director of Business Development
Sidrah Sotelo
Business Development Manager
Jennifer Jones
Data Integrity Manager
Melissa Coffman
Onboarding Manager
Crissy Forrester
Operations Processing Manager
Daniel Combs
Client Experience Manager
Pamela Boyd
Compliance Manager
Mylene Erwin
Relationship Manager
Bryan Felan
Relationship Manager
Melissa Stead
Relationship Manager, OPA
Sandra Maldonado
Relationship Manager, Precious Metals
Thalia Flores
Trust Accounting Manager
Christine Kling
RM Manager
David Clendennen
Investment Updates Manager
Jordan Williams
Operations Support Specialist Manager
