Client Service

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

Joyce  Jennings

Joyce Jennings, QPFC

Account Executive

Heather  Johnson

Heather Johnson, AIF®

Account Executive

Julie Kim

Julie Kim, QPFC

Account Executive

Jennifer  Purisima

Jennifer Purisima, QPFC

Director of Client Service

Rebecca  Searles

Rebecca Searles

Account Executive

Michelle Slovik

Michelle Slovik

Client Relations Director

Brenda  Tarjan

Brenda Tarjan, QPFC

Retirement Plan Relationship Manager

Taylor Ulrich

Taylor Ulrich

Relationship Manager

Stacy  Walters

Stacy Walters

Relationship Manager

Kyla  Wicks

Kyla Wicks, QPFC

Account Executive

Rachel Zachary

Rachel Zachary

Account Executive