Client Service

Paul Bates
Account Executive
Knoxville, TN
865.293.4675

Kyla Bolger, QPFC
Account Executive
Irvine, CA
949.783.2652

Kristen Cardey
Account Executive
Irvine, CA
949.955.7620


Desiree Clary
Client Service Manager
Washington, DC
301.317.7190 ext 20

Erin Cumbia
Account Executive
Richmond, VA
804.523.1692

Maressa Etzig, QPFC
Account Executive
West Palm Beach, FL
561.284.0699


Alice Jenkins
Account Executive
Knoxville, TN
865.246.1761

Joyce Jennings, QPFC
Account Executive
Overland Park, KS
913.906.4278

Heather Johnson, AIF®
Account Executive
Minneapolis, MN
952.444.4013


Julie Kim, QPFC
Account Executive
Irvine, CA
949.955.3504

Vanessa Larareo
Account Executive
Boston, MA
617.982.7250

Jodi MacLeod
Account Executive
Omaha, NE
402.884.7987


Cody Moran
Account Executive
Irvine, CA
949.955.5794

Jennifer Purisima, QPFC
Director of Client Service
Irvine, CA
800.814.8742 ext 254

Kevin Schmeits
Account Executive
Denver, CO
949.955.1991


Rebecca Searles
Account Executive
Irvine, CA
949.783.2642

Brenda Tarjan, QPFC
Retirement Plan
Relationship Manager
Irvine, CA
714.863.9198

Andrea Uribe
Account Executive
Irvine, CA
949.783.2644


Erica Washburn, AIF®
Retirement Plan Consultant
Boston, MA
617.982.7250

Rachel Zachary
Account Executive
Washington DC
301.317.7190 ext 23

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