Client Service

Paul Bates

Paul Bates

Account Executive

Kyla  Bolger

Kyla Bolger, QPFC

Account Executive

Kristen Cardey

Kristen Cardey

Account Executive

Desiree Clary

Desiree Clary

Client Service Manager

Erin Cumbia

Erin Cumbia

Account Executive

Maressa  Etzig

Maressa Etzig, QPFC

Account Executive

Linda  Gallinaro

Linda Gallinaro

Account Executive

Alice Jenkins

Alice Jenkins

Account Executive

Joyce  Jennings

Joyce Jennings, QPFC

Account Executive

Heather  Johnson

Heather Johnson, AIF®

Account Executive

Julie Kim

Julie Kim, QPFC

Account Executive

Vanessa  Larareo

Vanessa Larareo

Account Executive

Jennifer  Purisima

Jennifer Purisima, QPFC

Director of Client Service

Kevin Schmeits

Kevin Schmeits

Account Executive

Rebecca  Searles

Rebecca Searles

Account Executive

Brenda  Tarjan

Brenda Tarjan, QPFC

Retirement Plan Relationship Manager

Andrea  Uribe

Andrea Uribe

Account Executive

Rachel Zachary

Rachel Zachary

Account Executive

Corie Butner

Corie Butner

Client Service Manager

Stacy  Walters

Stacy Walters

Relationship Manager