Client Service
Kasi Boyles, AIF®
Senior Relationship Manager
Kristen Cardey
Account Executive
Desiree Clary
Client Service Manager
Erin Cumbia
Account Executive
Maressa Etzig, QPFC
Account Executive
Rachel Hall
Client Relations Specialist
Heather Johnson, AIF®
Account Executive
Julie Kim, QPFC
Account Executive
Helen Mason
Financial Advisor Assistant
Jennifer Purisima, QPFC
Director of Client Service
Rebecca Searles
Account Executive
Michelle Slovik
Client Relations Director
Brenda Tarjan, QPFC
Retirement Plan Relationship Manager
Taylor Ulrich
Relationship Manager
Stacy Walters, AIF, QKA
Relationship Manager
Kyla Wicks, QPFC, MA
Account Executive