Client Service

Kyla  Wicks

Kyla Wicks, 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

Joyce  Jennings

Joyce Jennings, QPFC

Account Executive

Heather  Johnson

Heather Johnson, AIF®

Account Executive

Rodney Kauffman

Rodney Kauffman, CPA, MBA

Retirement Plan Consultant

Julie Kim

Julie Kim, QPFC

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

Rachel Zachary

Rachel Zachary

Account Executive

Stacy  Walters

Stacy Walters

Relationship Manager