DOUG FABIAN - Key Persons


Aaron Boyce

Job Titles:
  • Regional Vice President, Wealth Advisor
Aaron has been a financial advisor since 2013 in the Houston, TX area. He consults with individuals to help them along the financial decision-making path by developing strategies for achieving financial independence. Aaron earned a BS degree in accounting from the Marriott School of Business at BYU, where he studied finance, psychology, and logic. Aaron enjoys coaching youth sports, he reads constantly, and is involved in community service where he lives in Spring. Aaron and his wife have 4 children.

Aaron Langston

Job Titles:
  • Wealth Advisor
Aaron began his career in the financial services industry in 2006. Prior to joining Mercer Advisors, Aaron assisted his high-net-worth clients in achieving their financial goals as a vice president at Destination Wealth Management and as a senior financial planner and enrolled agent at the Ayco Company. He also served in the U.S. Army in counter intelligence with tours in Iraq and Kosovo. Aaron graduated cum laude from Austin Peay State University with a BBA in Business and Finance and holds the FINRA Series 66 License.

Adam Lee

Job Titles:
  • Wealth Advisor
Adam began his wealth management career in 2013. Prior to joining Mercer Advisors, he held positions with Morgan Stanley, TD Ameritrade, and most recently Kays Financial Advisory Corporation. He helps high-net-worth families manage their wealth through comprehensive financial planning and investment management. Adam is a graduate of Indiana University with a B.S. from the Kelley School of Business and he is a CERTIFIED FINANCIAL PLANNER® practitioner. He lives in Atlanta with his wife and two children.

Adis Mehic

Job Titles:
  • Wealth Advisor
Adis began his wealth management career in 2012. He enjoys helping his clients construct a complete life plan that best positions them to achieve their pre-retirement goals so they can fully enjoy their retirement years. Adis graduated from the University of Georgia with a degree in Financial Planning. While in school, he gained valuable experience as a community volunteer, working with local families and individuals on budget planning, debt management, and introductory investment education. Adis is a member of the Financial Planning Association and holds the FINRA Series 65 License.

Alan Davis

Job Titles:
  • Associate Wealth Advisor
Alan joined Mercer Advisors in April 2021 as an Associate Wealth Advisor. He previously worked as an Associate Advisor for Epstein and White and Mission Federal and SchoolsFirst Federal Credit Unions. Alan has a passion for providing excellent service and prides himself on making sure his client's financial planning needs are all taken care of. He is originally from Orange County and graduated from Cal State Fullerton in 2000 with a Bachelor of Arts inApplied Mathematics. He currently lives in San Marcos with his wife Kari and his two youngest children, Jake and Elle. Alan enjoys spending as much time as possible with his family and in his spare time enjoys watching sports.

Alan E. Hewitt

Job Titles:
  • Member of the Your Camarillo Team
  • Wealth Advisor

Alan McKnight

Job Titles:
  • DBA, CFP®
  • Wealth Advisor
Alan began his wealth management career in 1996 and was Principal and Senior Advisor with Kays Financial Advisory Corporation before joining Mercer Advisors. He is a CERTIFIED FINANCIAL PLANNER TM professional, and he is well-versed in investment management, retirement income and distribution planning. He graduated from the University of Florida with a Doctor of Business Administration in Finance and a Master of Business Administration in Finance from Kennesaw State University. Alan is also a part-time Adjunct Finance Faculty at Southern New Hampshire University and the University of Maryland Global Campus where he teaches in their CFP® Board Registered programs.

Alan Varnishung

Job Titles:
  • Client Service Specialist

Alec Montoya

Job Titles:
  • Wealth Advisor
Alec began his financial services career in 2014 and joined Mercer Advisors in 2017. He graduated from Colorado State University with a Bachelor of Science degree in Finance. He holds the FINRA Series 66 License and is a CERTIFIED FINANCIAL PLANNER™ professional. Alec is actively enrolled in the Yale School of Management program, Wealth Management Theory & Practice, which is the prerequisite for the Certified Private Wealth Advisor® designation. Alec specializes in creating strategies for business owners, planning for highly compensated professionals, and structuring tax strategies for clients in retirement. Alec enjoys spending time with his wife and their toddler son.

Alec Schneider

Job Titles:
  • Client Service Specialist

Aleesha Grimes

Job Titles:
  • Client Service Specialist

Aleksandra Simic

Job Titles:
  • Client Service Specialist
Aleksandra (Aleks) began her financial services career in 2016 with Precipio Wealth Management in McLean, VA. Before joining Precipio, Aleks gained valuable experience for 5 years in staff accounting and auditing at Congressional Country Club and at a private accounting firm. Her experience was essential preparation for complex data work supporting both wealth advisors and clients. Aleks joined Mercer Advisors in 2021 as a Client Service Specialist. Aleks is a magna cum laude graduate of Strayer University in Washington, DC with a B.S. in Accounting. In free time, she enjoys traveling, particularly trips back to her native Serbia, and time with family and friends.

Alex Gianelli

Job Titles:
  • Legal Assistant - Estate Planning

Alex Kimura

Job Titles:
  • Member of the Your Beverly Hills Team
  • Wealth Advisor, Director
Alex has been providing comprehensive wealth management services to high net worth clients since 1993. Prior to joining Mercer Advisors, he was a principal at Argosy Wealth Management. He started his career working in investment banking with Morgan Stanley. Alex received his undergraduate degree from Harvard University and an MBA from the UCLA Anderson School of Management. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary® designation.

Alexa Willis

Job Titles:
  • Financial Planner
Alexa's passion for people began in high school when she studied abroad in Rennes, France. She went on to earn a degree in Economics and International Relations from Boston University, gaining work experience at both the Overseas Development Institute in London and the Integration Centre in Dublin. After graduating, Alexa held a management position at Seattle's Union Gospel Mission where she made an impact on homelessness, domestic violence, addiction, and human trafficking in the Seattle area. She began her career with Mercer Advisors in early 2016 and holds the FINRA Series 65 license along with being a CERTIFIED FINANCIAL PLANNER™ professional.

Alexander Cote

Job Titles:
  • Portfolio Manager
Alex Cote is a Portfolio Manager on the Portfolio Management Group (PMG) at Mercer Advisors. He is primarily responsible for market and manager research; including portfolio construction, design, position selection, and position sizing recommendations. He also serves on the firm's Investment Committee, Investment Committee ESG Investments Subcommittee, Innovation-ESG Committee, and Valuation Committee. Alex's expertise revolves around deep-rooted passion and knowledge pertaining to markets, portfolio management, and ESG/values-based investing. Prior to joining Mercer Advisors' PMG, Alex was a Portfolio Analyst on Mercer Advisors' Investment Strategy Group and an Investment Analyst at an ESG-focused firm. He is a graduate of Indiana University's Kelley School of Business where he earned his MBA with a Financial Analysis concentration and undergraduate majors in Finance and Accounting. He is also a CFA Level I candidate.

Alexandra Mendoza

Job Titles:
  • Client Service Specialist

Alexis Kibbe

Job Titles:
  • Client Service Specialist

Alexis Wilkinson

Job Titles:
  • Client Service Specialist
Alexis began her career in the financial services industry in 2019. Before transitioning into her full-time role, Alexis started as an intern with Mercer Advisors in the spring of 2019. Prior to joining Mercer Advisors, she worked as a banking professional and accounting intern. Alexis graduated from Eastern Michigan University with a Bachelor of Science in Accounting and Finance. She is committed to helping clients achieve their version on economic freedom.

Alice McDermott

Job Titles:
  • Wealth Advisor
Alice McDermott joined Mercer Advisors via the FIM Group acquisition in December 2018. Prior to the acquisition, she worked with FIM Group for almost 22 years, where she had the privilege of assisting clients with their financial, tax, retirement, college and estate planning. Among her professional accomplishments, Alice is authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. These marks identify those individuals who have met the rigorous education, examination, experience and ethical requirements of the CFP® Board. Alice earned an undergraduate degree from California Polytechnic State University in San Luis Obispo, where she studied finance and accounting. Although raised on Oahu, Alice settled on the island of Maui in 1992. She and her husband Joe are blessed with four children - Matthew, Grady, Shannon and Jessica. In her spare time, she enjoys reading, paddling canoe, stand-up paddle boarding, hiking and traveling.

Ally Keasler

Job Titles:
  • Client Service Specialist
Ally joined Mercer Advisors in the summer of 2021 after graduating from the University of Alabama with a Bachelors of Science degree in Finance. She is dedicated to working together with her team to address clients' needs and wants. Having grown up in California, Ally recently relocated to the East Coast and is looking forward to exploring the history and culture of her new community through entertainment and outdoor activities.

Amanda Caster

Job Titles:
  • Client Service Specialist

Amanda Reed

Job Titles:
  • Client Service Specialist

Amber Adams

Job Titles:
  • Client Service Specialist

Amber Perez

Job Titles:
  • Tax Assistant

Amber Tanksley

Job Titles:
  • Client Service Specialist

Amy Boyd

Job Titles:
  • Financial Planner

Amy Ruffing

Job Titles:
  • Client Service Specialist

Amy Van Lierop

Job Titles:
  • Associate Wealth Advisor

Andra Reason

Job Titles:
  • Member of the Your Ames Team
  • Wealth Advisor, Director

Andrea Sunada

Job Titles:
  • Wealth Advisor

Andrew Beck

Job Titles:
  • Regional Vice President

Andrew Caceres

Job Titles:
  • Tax Manager

Andrew Medders

Job Titles:
  • Wealth Advisor

Andrew Nurse

Job Titles:
  • Associate Wealth Advisor

Andrew Shannon

Job Titles:
  • Wealth Advisor

Andrew Thompson

Job Titles:
  • Vice President of Inside Sales

Andy Farah

Job Titles:
  • Director

Angela Fernandez

Job Titles:
  • Client Service Specialist

Angela Tucker

Job Titles:
  • Operations Manager

Anna Apodaca

Job Titles:
  • Regional Vice President, Wealth Advisor, Director

Anna Kovalev

Job Titles:
  • Senior Tax Advisor

Anna Moseley

Job Titles:
  • Client Service Specialist

Anuska Kovalcheck

Job Titles:
  • Financial Planner

Art Haws

Job Titles:
  • Wealth Advisor, Director

Ashley Felton

Job Titles:
  • Estate Planning Attorney

Barbara Barreca

Job Titles:
  • Client Service Specialist

Barbara Padilla

Job Titles:
  • Senior Tax Advisor

Barry Cohen

Job Titles:
  • Wealth Advisor

Becky Leslie

Job Titles:
  • Client Service Specialist

Ben Gyulambaryan

Job Titles:
  • Wealth Advisor

Ben Kautz - Managing Director

Job Titles:
  • Managing Director

Ben Lim

Job Titles:
  • Tax Manager

Ben Rowse

Job Titles:
  • Wealth Advisor

Bennet Thonakkara

Job Titles:
  • Member of the Your Boston Team
  • Wealth Advisor, Director

Bernie Salamone

Job Titles:
  • Senior Wealth Advisor

Bettina Marchetto

Job Titles:
  • Senior Tax Manager

Bill Berg

Job Titles:
  • Wealth Advisor

Bill Starnes

Job Titles:
  • Wealth Advisor

Blake Parker

Job Titles:
  • Client Service Specialist

Blanca Ceja

Job Titles:
  • Client Service Specialist

Bobby Arenivas

Job Titles:
  • Wealth Advisor

Brad White

Job Titles:
  • Wealth Advisor, Director

Bradley Anderson

Job Titles:
  • Associate Wealth Advisor

Brandon Capicotto

Job Titles:
  • Client Service Specialist

Brandon Williams

Job Titles:
  • Client Service Specialist

Brandon Wissinger

Job Titles:
  • Wealth Advisor

Brent Kerstetter

Job Titles:
  • Wealth Advisor, Director

Brent Singleton

Job Titles:
  • Wealth Advisor, Director

Brett Landstrom

Job Titles:
  • Wealth Advisor

Brian Abatemarco

Job Titles:
  • Member of the Your Charlotte Team
  • Regional Vice President

Brian Jellig

Job Titles:
  • Wealth Advisor

Brian Norris

Job Titles:
  • Wealth Advisor

Brian Oberle

Job Titles:
  • Regional Vice President

Brian Picariello - Managing Director

Job Titles:
  • Managing Director

Brian Sullivan

Job Titles:
  • Member of the Your Alpharetta - Atlanta Team
  • Member of the Your Charlotte Team
  • Wealth Advisor, Director

Briana Klotz

Job Titles:
  • Tax Assistant

Brianna Becker

Job Titles:
  • Associate Estate Planning Attorney

Brittani Woodruff

Job Titles:
  • Client Service Specialist

Brittany Benvenuto

Job Titles:
  • Client Service Specialist

Brittany Doyle

Job Titles:
  • Member of the Your Beverly Hills Team
  • Regional Service Manager

Brittany Rice

Job Titles:
  • Wealth Advisor

Brittnae Olasehinde

Job Titles:
  • Client Service Specialist

Bruce Harrison

Job Titles:
  • Regional Vice President

Bryan Bielawski

Job Titles:
  • Wealth Advisor

Bryan Powers - SVP

Job Titles:
  • Senior Vice President

Bryan Strike

Job Titles:
  • Senior Wealth Strategist

Caitlin Smith

Job Titles:
  • Client Service Specialist

Cameron Holt

Job Titles:
  • Client Service Specialist

Cameron Willcox

Job Titles:
  • Associate Wealth Advisor

Camille McCalla

Job Titles:
  • Portfolio Analyst

Candace Abrams

Job Titles:
  • Client Service Specialist

Candace Davis

Job Titles:
  • Client Service Specialist

Carin Roman

Job Titles:
  • Wealth Advisor

Carl Kunhardt

Job Titles:
  • Wealth Advisor

Carl Larimore

Job Titles:
  • Wealth Advisor, Director

Carol Maloney

Job Titles:
  • Client Service Specialist

Carolyn Ann Muller

Job Titles:
  • Client Service Coordinator

Carolyn Stillman

Job Titles:
  • Client Service Specialist

Carrie Beede

Job Titles:
  • Financial Planner

Cathy Hoang

Job Titles:
  • Senior Portfolio Operations Specialist

Cecilia Gutierrez

Job Titles:
  • Client Service Specialist

Chabelly Gurrola

Job Titles:
  • Estate Planning Paralegal

Chandler Ferguson

Job Titles:
  • Wealth Advisor

Charlene Maruska

Job Titles:
  • Regional Service Manager

Charlene Miller

Job Titles:
  • Client Service Specialist

Charles Mardock

Job Titles:
  • Account Operations Specialist

Chase Carmichael

Job Titles:
  • Member of the Your Boca Raton Team
  • Regional Vice President

Chelsea Manocchi

Job Titles:
  • Estate Planning Attorney

Chelsy Nikolish

Job Titles:
  • Client Service Specialist

Cherice Peoples

Job Titles:
  • Client Service Specialist

Chris Jameson

Job Titles:
  • Member of the Your Beverly Hills Team
  • Member of the Your Camarillo Team
  • Regional Vice President

Chris Rogers

Job Titles:
  • Client Service Specialist

Chris Young

Job Titles:
  • Wealth Advisor

Christina Hung

Job Titles:
  • Member of the Your Beverly Hills Team
  • Wealth Advisor

Christine Cataldo

Job Titles:
  • CTO and Digital Officer

Christopher Blackmon

Job Titles:
  • Wealth Advisor

Christopher Blakely

Job Titles:
  • Associate Wealth Advisor

Christopher Currin

Job Titles:
  • Wealth Advisor

Christopher S. Murphy

Job Titles:
  • Associate Wealth Advisor

Christopher Varney

Job Titles:
  • Estate Planning Attorney

Chuck Breuch

Job Titles:
  • Member of the Your Boulder Team
  • Wealth Advisor

CJ Smith

Job Titles:
  • Wealth Advisor

Claire Layman

Job Titles:
  • Client Service Specialist

Claudia Paluch

Job Titles:
  • Client Service Specialist

Clay Evans

Job Titles:
  • Associate Wealth Advisor

Colton Petty

Job Titles:
  • Financial Planner

Connor Nagelvoort

Job Titles:
  • Client Service Specialist

Connor Thomas

Job Titles:
  • Associate Wealth Advisor

Corey Bird

Job Titles:
  • Regional Vice President

Courtney Foley

Job Titles:
  • Client Service Specialist

Courtney Lavender

Job Titles:
  • Client Service Specialist

Craig Marrs

Job Titles:
  • Member of the Your Ames Team
  • Wealth Advisor

Craig Weidenfeller

Job Titles:
  • Portfolio Operations Manager

Dale Acton

Job Titles:
  • Member of the Your Bloomington Team
  • Wealth Advisor

Dale Hawthorne

Job Titles:
  • Associate Financial Planner

Dane Sauer

Job Titles:
  • Wealth Advisor, Director

Daniel Epstein

Job Titles:
  • Senior Tax Director

Daniel Gourvitch - President

Job Titles:
  • President

Daniel M. McDermott

Job Titles:
  • Wealth Advisor

Daniel Maurer

Job Titles:
  • Senior Trader

Daniel Morr

Job Titles:
  • Senior Account Operations Specialist

Danielle Frazier

Job Titles:
  • Regional Service Manager

Danielle Read

Job Titles:
  • Senior Legal Assistant

Danny Polyakov

Job Titles:
  • Member of the Your Beverly Hills Team
  • Associate Financial Planner

Dave Mirsky

Job Titles:
  • Senior Wealth Advisor

Dave Welling - CEO

Job Titles:
  • Chief Executive Officer

David Askew

Job Titles:
  • Wealth Advisor, Director

David Barton

Job Titles:
  • Vice Chairman, Mergers & Acquisitions Deal Team Leader

David Carmichael

Job Titles:
  • Wealth Advisor, Director

David E. Gardner

Job Titles:
  • Member of the Your Boulder Team
  • Wealth Advisor, Director

David Fure

Job Titles:
  • Portfolio Analyst

David H. Levy

Job Titles:
  • Wealth Advisor

David Haman

Job Titles:
  • Wealth Advisor

David Hamilton

Job Titles:
  • Account Operations Specialist

David Hardenbergh

Job Titles:
  • Financial Planner

David Kerber

Job Titles:
  • Wealth Advisor, Director

David Krakauer

Job Titles:
  • Director, Portfolio Management

David Maniola

Job Titles:
  • Senior Tax Advisor

David Rich

Job Titles:
  • Wealth Advisor

David Riffe

Job Titles:
  • Wealth Advisor

David S. Currier

Job Titles:
  • Wealth Advisor

David Simpson

Job Titles:
  • Senior Investment Strategist

David Ventura

Job Titles:
  • Associate Financial Planner

Dean R. Murray

Job Titles:
  • Wealth Advisor

Dean Young

Job Titles:
  • Wealth Advisor

DeAnna Bochno

Job Titles:
  • Client Service Specialist

Deborah Parker

Job Titles:
  • Client Service Specialist

Dedrick Lee II

Job Titles:
  • Lead, Sr. Legal Assistant

Dena Livingston

Job Titles:
  • Client Service Specialist

Denise Rhodey

Job Titles:
  • Lead Client Service Specialist

Denisse Mendez

Job Titles:
  • Tax Associate

Dennis Heim

Job Titles:
  • Wealth Advisor

Dennis J. Moore

Job Titles:
  • Director of Wealth Management Operations

Derek DeMars

Job Titles:
  • Client Service Specialist

Dillon Tierney

Job Titles:
  • Client Service Specialist

Dionisio Meneses

Job Titles:
  • Associate Wealth Advisor

Dominic Colletti

Job Titles:
  • Regional Vice President

Donald Calcagni - Chief Investment Officer

Job Titles:
  • Chief Investment Officer

Douglas Gilbert

Job Titles:
  • Member of the Your Ames Team
  • Member of the Your Boulder Team
  • Senior Vice President, Sales

Drew Harper

Job Titles:
  • Senior Wealth Advisor

Drew Kanaly

Job Titles:
  • Wealth Advisor

Duncan MacDougall

Job Titles:
  • Client Solutions Representative

Duncan Wilk

Job Titles:
  • Regional Vice President

Edgar Parrish

Job Titles:
  • Wealth Advisor

Edward Dunphy

Job Titles:
  • Member of the Your Boston Team
  • Regional Vice President

Elisha Sanchez

Job Titles:
  • Lead Client Service Specialist

Emelyne Seh

Job Titles:
  • Client Service Specialist
  • Member of the Your Beverly Hills Team

Emi Umezawa

Job Titles:
  • Wealth Advisor

Emily Messegee

Job Titles:
  • Wealth Advisor, Director

Eric Anderson

Job Titles:
  • Member of the Your Boston Team
  • Wealth Advisor

Eric Frampton

Job Titles:
  • Wealth Advisor

Eric Zehnder

Job Titles:
  • Member of the Your Beverly Hills Team
  • Regional Vice President

Erica Luchetti

Job Titles:
  • Client Service Specialist

Erica Weiser

Job Titles:
  • Member of the Your Charlotte Team
  • Regional Vice President

Erik W. Thurnher

Job Titles:
  • Wealth Advisor

Erin Larsen

Job Titles:
  • Investment Operations Assistant

Erin Olsen

Job Titles:
  • M & a Investment Operations Project Manager

Erin Wheatcraft

Job Titles:
  • Manager of Operations

Ernest Neeley

Job Titles:
  • Financial Planner

Ernie George

Job Titles:
  • Director

Ethan Wallace

Job Titles:
  • Financial Planner

Eunice Kim

Job Titles:
  • Financial Planner

Evan Bachman

Job Titles:
  • Member of the Your Bloomington Team
  • Associate Financial Planner

Evan Fingert

Job Titles:
  • Associate Estate Planning Attorney

Evan Kennedy

Job Titles:
  • Wealth Advisor

Fanny Guo

Job Titles:
  • Wealth Advisor

Felisha Buchinger

Job Titles:
  • Senior Tax Associate

Florence Fuller Child

Job Titles:
  • Development

Frances Hymiller

Job Titles:
  • Wealth Advisor

Frances Smith

Job Titles:
  • Wealth Advisor

Fred Xuereb

Job Titles:
  • Regional Sales Associate

G. Carl Mahler

Job Titles:
  • Wealth Advisor, Director

G. Merrick Estes

Job Titles:
  • Member of the Your Alpharetta - Atlanta Team
  • Member of the Your Charlotte Team
  • Regional Vice President

Gabriel Tishelman

Job Titles:
  • Portfolio Analyst

Gabrielle Mollick

Job Titles:
  • Financial Planner

Garrett Cauley

Job Titles:
  • Insurance Advisor

Garrett Parker

Job Titles:
  • Wealth Advisor

Gary Foodim - CMO

Job Titles:
  • Chief Marketing Officer

Gary Williams

Job Titles:
  • Wealth Advisor

Geoff Nelson

Job Titles:
  • Regional Vice President

Geoffrey Franklin

Job Titles:
  • Wealth Advisor

George Herr

Job Titles:
  • Associate Financial Planner

Gerardo Zapata

Job Titles:
  • Client Solutions Representative

Glen Minton

Job Titles:
  • Regional Vice President

Grace Bossert

Job Titles:
  • Associate Financial Planner

Grace Chyun

Job Titles:
  • Client Service Specialist

Gracie Horton

Job Titles:
  • Client Service Specialist

Grant Wilson

Job Titles:
  • Financial Planner

Greg Alger

Job Titles:
  • Unique Asset Manager

Gregg G. Padilla

Job Titles:
  • Wealth Advisor

Greta Fure

Job Titles:
  • Client Service Specialist
  • Member of the Your Bloomington Team

Haiden Bowman

Job Titles:
  • Operations Manager

Hannah Bishop

Job Titles:
  • Client Service Specialist

Harmon Laurin

Job Titles:
  • Wealth Advisor

Harper Sample

Job Titles:
  • Client Service Specialist

Harrison Fant

Job Titles:
  • Senior Wealth Advisor

Heather Carthy

Job Titles:
  • Senior Tax Advisor

Heather Jenkins Capps

Job Titles:
  • Wealth Advisor

Henry Cox

Job Titles:
  • Client Service Specialist

Henry Lao

Job Titles:
  • Vice President, Investments

Hisham Haddad

Job Titles:
  • Portfolio Operations Specialist

Holly Gray

Job Titles:
  • Wealth Advisor

Hunter D. Zick

Job Titles:
  • Client Service Specialist

Ian Freemire

Job Titles:
  • Wealth Advisor

Ian Hamre

Job Titles:
  • Wealth Advisor

Ignatius D'Anna

Job Titles:
  • Wealth Advisor

Irina Polyakova

Job Titles:
  • Vice President, Senior Tax Advisor

Ivette Herrera

Job Titles:
  • Client Service Specialist

J.J. Boot

Job Titles:
  • Associate
  • Regional Vice President

Jack Gilligan

Job Titles:
  • Wealth Advisor

Jack Thompson

Job Titles:
  • Client Service Specialist
  • Member of the Your Bloomington Team

Jackie Schlup

Job Titles:
  • Associate Wealth Advisor

Jaclyn Aragon

Job Titles:
  • Client Service Specialist

Jacob Gee

Job Titles:
  • Associate Wealth Advisor

Jacob Lynch

Job Titles:
  • Client Service Specialist

Jacques Jagr

Job Titles:
  • Client Service Specialist

Jade Warren

Job Titles:
  • Client Service Specialist

Jake Meza

Job Titles:
  • Member of the Your Bloomington Team
  • Associate Financial Planner

Jake Wedemeyer

Job Titles:
  • Regional Vice President, Wealth Advisor

James Everitt

Job Titles:
  • Wealth Advisor, Director

James Roundy

Job Titles:
  • Associate Wealth Advisor

James S. Ryan

Job Titles:
  • Wealth Advisor

James Shanton

Job Titles:
  • Wealth Advisor

James Taylor

Job Titles:
  • Wealth Advisor

James Telfer

Job Titles:
  • Associate Wealth Advisor

James Todd

Job Titles:
  • Member of the Your Albuquerque Team
  • Wealth Advisor

James Werner

Job Titles:
  • Senior Regional Sales Associate

Jamie Block

Job Titles:
  • Wealth Advisor, Director

Jane Castro

Job Titles:
  • Client Service Specialist

Janice Donovan

Job Titles:
  • Client Service Specialist

Janis Biggers

Job Titles:
  • Wealth Advisor

Jaron Carmichael

Job Titles:
  • Director of Retirement Group, Wealth Advisor

Jarrett Bare

Job Titles:
  • Client Service Specialist

Jasmine Honda

Job Titles:
  • Client Service Specialist

Jasna Veledar

Job Titles:
  • Lead Estate Planning Attorney

Jason Bivin

Job Titles:
  • Associate Wealth Advisor

Jason O'Meara

Job Titles:
  • Wealth Advisor

Jason Sobolik

Job Titles:
  • Financial Planner

Jeannie Seabaugh

Job Titles:
  • Wealth Advisor

Jedd Nicolas

Job Titles:
  • Wealth Advisor

Jeff Bilberry

Job Titles:
  • Wealth Advisor

Jeff Giguere

Job Titles:
  • Wealth Advisor

Jeff Kacal

Job Titles:
  • Wealth Advisor

Jeff Katz

Job Titles:
  • Member of the Your Beverly Hills Team
  • Regional Vice President

Jeff Minc

Job Titles:
  • Associate Wealth Advisor

Jeffrey Lokken

Job Titles:
  • Wealth Advisor

Jeffrey Marchiorlatti

Job Titles:
  • Regional Vice President

Jenel Darland

Job Titles:
  • Member of the Your Bellaire Team
  • Associate Financial Planner

Jenna Elliott

Job Titles:
  • Director of Estate Planning, Managing Attorney

Jenna Taylor

Job Titles:
  • Client Service Specialist

Jennifer Baick

Job Titles:
  • Senior Director, Financial Planning Group

Jennifer Currin Gutridge

Job Titles:
  • Wealth Advisor

Jeremiah H. Barlow

Job Titles:
  • Head of Family Wealth Services

Jesse Haverstock

Job Titles:
  • Wealth Advisor

Jesse Jackson

Job Titles:
  • Client Service Specialist

Jesse Mignone

Job Titles:
  • Client Service Specialist

Jesse Schenck

Job Titles:
  • Client Service Specialist

Jessica Caruso

Job Titles:
  • Wealth Advisor, Sr. Director

Jessica Livingston

Job Titles:
  • Client Service Specialist

Jesus Romero Enciso

Job Titles:
  • Client Service Specialist

Jigisha Dahagam

Job Titles:
  • Vice President, People & Culture

Jim Czirr

Job Titles:
  • Wealth Advisor, Director

JoAnn Ferradino

Job Titles:
  • Client Service Specialist

Joanna Geier

Job Titles:
  • Client Service Specialist

Jody Wyatt

Job Titles:
  • Client Service Specialist

Joe Pellizzari

Job Titles:
  • Vice President, M & a

Joel Lange

Job Titles:
  • Wealth Advisor

Johannes Fure

Job Titles:
  • Member of the Your Bloomington Team
  • Wealth Advisor, Director

John Carney

Job Titles:
  • Wealth Advisor

John Lee

Job Titles:
  • Senior Portfolio Accounting Specialist

John Stobbs

Job Titles:
  • Wealth Advisor

John Voralik

Job Titles:
  • Member of the Your Beverly Hills Team
  • Associate Financial Planner

Jojo Cresci

Job Titles:
  • Wealth Advisor

Jonah Tinajero

Job Titles:
  • Advisor
  • Associate

Jonathan Mitchell

Job Titles:
  • Wealth Advisor

Jonathan Stirneman

Job Titles:
  • Estate Planning Attorney

Jonathan Vance

Job Titles:
  • Associate Financial Planner

Jonathon Betze

Job Titles:
  • Client Service Specialist

Jordan Cowart

Job Titles:
  • Wealth Advisor

Joseph Banks

Job Titles:
  • Client Service Specialist

Joseph Mah

Job Titles:
  • Wealth Advisor

Joseph Young

Job Titles:
  • Wealth Advisor, Sr. Director

Josette Hewitt

Job Titles:
  • Tax Manager

Josh Davis

Job Titles:
  • Client Service Specialist

Josh DeForest - Managing Director

Job Titles:
  • Managing Director

Josh Gustafson

Job Titles:
  • Head of Wealth Management

Joshua Brookins

Job Titles:
  • Tax Advisor

Joshua Fitch

Job Titles:
  • Tax Manager

Joshua Fremit

Job Titles:
  • CST Financial Planner

Joshua Lozow

Job Titles:
  • Regional Vice President

Josiah Taylor

Job Titles:
  • Client Service Specialist

José Castañeda

Job Titles:
  • Regional Vice President, Wealth Advisor

Joy De Pasquale

Job Titles:
  • Senior Tax Advisor

Joy Kaczmarek

Job Titles:
  • Client Service Specialist

Judith A. McGee

Job Titles:
  • Executive Vice President, Senior Lead Advisor

Judy McNary

Job Titles:
  • Member of the Your Boulder Team
  • Director of Corporate Responsibility

Julia Messineo

Job Titles:
  • Client Solutions Representative

Julie Brown

Job Titles:
  • Associate Wealth Advisor

Justin Cramer

Job Titles:
  • Client Service Specialist

Justin Shane

Job Titles:
  • Wealth Advisor

Kali Dunn

Job Titles:
  • Legal Assistant

Kalita Blessing

Job Titles:
  • Wealth Advisor

Kara Duckworth

Job Titles:
  • Managing Director of Client Experience

Karen Lee

Job Titles:
  • Chief Business Solutions Officer

Karen Rosen

Job Titles:
  • Lead, Senior Tax Manager

Karin Fure

Job Titles:
  • Client Service Specialist
  • Member of the Your Bloomington Team

Karrie Spencer

Job Titles:
  • Wealth Advisor, Director

Kate DeGiorgi

Job Titles:
  • Regional Sales Associate

Kate Schelonka

Job Titles:
  • Client Solutions Representative

Katherine Arakkal

Job Titles:
  • Legal Assistant

Katherine Parrish

Job Titles:
  • Wealth Advisor

Katherine Sotiroff

Job Titles:
  • Client Service Specialist

Kathleen Miller

Job Titles:
  • Senior Wealth Advisor
  • Wealth Advisor, Sr. Director

Kathy Perry

Job Titles:
  • Client Service Specialist

Katie Iglay

Job Titles:
  • Manager of Operations

Kaya Law

Job Titles:
  • Legal Assistant

Kaz Woodward

Job Titles:
  • Financial Planner

Kelly Palmer

Job Titles:
  • Wealth Advisor

Kelly Rosa

Job Titles:
  • Legal Assistant

Ken Bobadilla

Job Titles:
  • Wealth Advisor

Kendrick Mercer - Founder

Job Titles:
  • Founder

Kent Davis

Job Titles:
  • Wealth Advisor

Kevin Dillon

Job Titles:
  • Member of the Your Boston Team
  • Regional Vice President

Kevin Jack - Managing Director

Job Titles:
  • Managing Director
  • Member of the Your Albuquerque Team

Kevin Russell

Job Titles:
  • Wealth Advisor

Kim Lorenz - Chief Compliance Officer

Job Titles:
  • Chief Compliance Officer

Kimberly Maxwell

Job Titles:
  • Client Service Specialist

Kirk Bjorn

Job Titles:
  • M & a Integration Portfolio Manager

Kobrah McFaden

Job Titles:
  • Client Service Specialist

Korina Kaio-Maddox

Job Titles:
  • Associate Financial Planner

Krista Rich

Job Titles:
  • Account Operations Specialist

Krista-Arlene Palakiko

Job Titles:
  • Client Service Specialist

Kristen Comeau

Job Titles:
  • Member of the Your Boulder Team
  • Regional Vice President

Kristen Cordell

Job Titles:
  • Retirement Specialist

Kristina Gillis-Phelps

Job Titles:
  • Client Service Specialist

Kristy Jordan

Job Titles:
  • Wealth Advisor

Kyndal Howard

Job Titles:
  • Financial Planner

Lacy Arnold

Job Titles:
  • Client Service Specialist

Lacy Hartzler

Job Titles:
  • Regional Sales Associate

Lakshmi Mohindroo

Job Titles:
  • Tax Manager

Lanie Nikes

Job Titles:
  • Wealth Advisor

Laura Carrasco

Job Titles:
  • Tax Manager

Laura Combs - Managing Director

Job Titles:
  • Managing Director
  • Member of the Your Ames Team
  • Member of the Your Boulder Team

Laura Madariaga

Job Titles:
  • Lead Client Service Specialist

Laura Rowley

Job Titles:
  • Wealth Advisor

Laura Thompson

Job Titles:
  • Senior Regional Sales Associate, Manager

Laurel Portman

Job Titles:
  • Client Service Specialist

Lauren Harris

Job Titles:
  • Client Service Specialist

Laurie Macielinski

Job Titles:
  • Client Service Specialist

Lavanda Malveaux

Job Titles:
  • Tax Assistant

Lawrence Solomon

Job Titles:
  • Wealth Advisor

Lenda Sandoval

Job Titles:
  • Client Service Specialist
  • Member of the Your Bellaire Team

Lesley Gran

Job Titles:
  • Client Service Coordinator

Li Huang

Job Titles:
  • Client Service Specialist

Libby Dahlberg

Job Titles:
  • Client Service Specialist

Liliana Huerta

Job Titles:
  • Portfolio Operations Specialist

Lily Robertson

Job Titles:
  • Client Service Specialist

Lina Burlaka

Job Titles:
  • Senior Tax Associate

Linda S. Ames Lyons

Job Titles:
  • Wealth Advisor

Lindsay Black

Job Titles:
  • Associate Wealth Advisor, Retirement Plans

Lindsey Wetzel

Job Titles:
  • Client Service Specialist

Lisa Butler

Job Titles:
  • Client Service Specialist

Lisa Dellinger

Job Titles:
  • Client Service Specialist

Lisa Goodman

Job Titles:
  • Regional Vice President

Lisa J. Miller

Job Titles:
  • Manager of Operations

Lisa Pastushok

Job Titles:
  • Wealth Advisor

Lissy Schaefer

Job Titles:
  • Senior Legal Assistant

Liz Yunker

Job Titles:
  • Associate Wealth Advisor

Logan Donovan

Job Titles:
  • Financial Planner

Logan L. Baker

Job Titles:
  • Lead, Senior Wealth Strategist

Loren Pierson - COO

Job Titles:
  • Chief Operating Officer

Lorenzo Riley

Job Titles:
  • Member of the Your Beverly Hills Team
  • Wealth Advisor

Lori Fellows

Job Titles:
  • Senior Retirement Plan Administrator Manager

Luana Puglisi

Job Titles:
  • Client Service Specialist

Luc Ceci

Job Titles:
  • Associate Wealth Advisor

Lucas Schwaller

Job Titles:
  • Regional Vice President

Luke Mazariegos

Job Titles:
  • Client Service Specialist

Madeline I. Noveck

Job Titles:
  • Wealth Advisor

Madi Bradley

Job Titles:
  • Client Service Specialist

Madison Underwood

Job Titles:
  • Client Service Specialist

Maeve Schmid

Job Titles:
  • Associate Wealth Advisor

Magdanny Jara

Job Titles:
  • Tax Advisor

Marc A. Normann

Job Titles:
  • Member of the Your Albuquerque Team
  • Regional Vice President

Marcela Carreon

Job Titles:
  • Legal Assistant

Marcus Cooper

Job Titles:
  • Wealth Advisor

Mariah Rason

Job Titles:
  • Tax Advisor

Mariana Battista

Job Titles:
  • Wealth Advisor

Marie Levinsky

Job Titles:
  • Client Service Specialist

Mario Tamasi

Job Titles:
  • Senior Tax Manager

Marissa Nece

Job Titles:
  • Wealth Advisor

Mark Cunningham

Job Titles:
  • Member of the Your Bellaire Team
  • Wealth Advisor, Director

Mark Doran

Job Titles:
  • Senior Vice President, Tax

Mark Ericson

Job Titles:
  • Wealth Advisor

Mark Eshman

Job Titles:
  • Director of Foundations and Endowments Group, Senior Wealth Advisor

Marla Barnard

Job Titles:
  • Client Service Specialist

Martha Kilfoy

Job Titles:
  • Client Service Coordinator

Martine Lellis

Job Titles:
  • Chief Talent and Administrative Officer

Mary Hamshou

Job Titles:
  • Regional Service Manager

Mary Hoskins

Job Titles:
  • Client Service Specialist

Mary Jean Short

Job Titles:
  • Client Service Specialist

Mary McElligott

Job Titles:
  • Tax Advisor

Marzena Hanek

Job Titles:
  • Lead Client Service Specialist

Mathew Carrigy

Job Titles:
  • Client Service Specialist

Mathew Encino

Job Titles:
  • Vice President - General Counsel

Matt Cook - Managing Director

Job Titles:
  • Managing Director
  • Member of the Your Beverly Hills Team
  • Member of the Your Camarillo Team

Matthew McCarthy

Job Titles:
  • Tax Manager

Matthew Moore

Job Titles:
  • Client Service Specialist

Matthew R. Bohrer

Job Titles:
  • Wealth Advisor, Director

Matthew Truckner

Job Titles:
  • Tax Manager

Mattijs Ossorio

Job Titles:
  • Client Solutions Representative

Max Wrenn

Job Titles:
  • Wealth Advisor

Meagan Blazier

Job Titles:
  • Client Service Specialist

Meg O'Brien

Job Titles:
  • Client Service Specialist

Melissa Allen

Job Titles:
  • Client Service Specialist

Melissa Gioielli

Job Titles:
  • Tax Advisor

Melissa Hedges

Job Titles:
  • Account Operations Specialist

Melissa McCabe

Job Titles:
  • Client Service Specialist

Melody Manzanedo

Job Titles:
  • Client Service Specialist

Mendim Gecaj

Job Titles:
  • Wealth Advisor

Meredith Maller

Job Titles:
  • Senior Estate Planning Attorney

Merideth Gillis

Job Titles:
  • Client Service Specialist

Micah Cummins

Job Titles:
  • Wealth Advisor

Michael Henry - CFO

Job Titles:
  • Chief Financial Officer

Michael O'Brien

Job Titles:
  • Client Service Specialist

Michael Raidt

Job Titles:
  • Associate Wealth Advisor

Michael Snider

Job Titles:
  • Wealth Advisor

Michael Sohmer

Job Titles:
  • Senior Director, Trust Services

Michael Uyemura

Job Titles:
  • Manager, Investment Strategy Group

Michael W. Johns

Job Titles:
  • Member of the Your Beverly Hills Team
  • Wealth Advisor

Michelle Ottoboni

Job Titles:
  • Client Service Specialist

Michon McCabe

Job Titles:
  • Client Service Specialist

Midori Anderson

Job Titles:
  • Client Service Specialist

Mike Hewel

Job Titles:
  • Trading Manager

Mike Sharp

Job Titles:
  • Wealth Advisor

Mitchell Windemuller

Job Titles:
  • Senior Trader

Monica Delsanto

Job Titles:
  • Client Service Specialist

Monica Hernandez

Job Titles:
  • Client Service Specialist

Monica Wyse

Job Titles:
  • Tax Associate

Morgan Buckridge

Job Titles:
  • Client Service Specialist

Morwenna Borden

Job Titles:
  • Estate Planning Attorney

Mychelle Malveaux

Job Titles:
  • Client Service Specialist

Naeshia Mota

Job Titles:
  • Client Service Specialist

Nancy Coumou

Job Titles:
  • Wealth Advisor

Nancy R. Hudak

Job Titles:
  • Regional Service Manager

Nicholas Campbell

Job Titles:
  • Wealth Advisor

Nicholas Cathcart

Job Titles:
  • Tax Manager

Nicholas Ladaga

Job Titles:
  • Member of the Your Beverly Hills Team
  • Regional Sales Associate

Nicholas Semko

Job Titles:
  • Managing Director, M & a

Nick Bond

Job Titles:
  • Wealth Advisor

Nick Jensen

Job Titles:
  • Tax Manager

Nick McDowell

Job Titles:
  • Financial Planner

Nicole Miller

Job Titles:
  • Wealth Advisor, Director

Nicole Mosley

Job Titles:
  • Financial Planner

Nikki Ivins

Job Titles:
  • Regional Sales Associate

Nita O'Neal

Job Titles:
  • Client Service Specialist

Olivia Manning

Job Titles:
  • Legal Assistant

Pamela Brown

Job Titles:
  • Client Service Specialist

Pamela Greene

Job Titles:
  • Client Service Specialist

Parker Landolf

Job Titles:
  • Client Service Specialist

Pat Wynne

Job Titles:
  • Associate Wealth Advisor

Patrick Comer

Job Titles:
  • Wealth Advisor

Patrick Moody

Job Titles:
  • Client Service Specialist

Patrick T. Moore

Job Titles:
  • Wealth Advisor

Paul Barlow

Job Titles:
  • Regional Vice President

Paul Petrosino

Job Titles:
  • Tax Manager

Paul Seidman

Job Titles:
  • Senior Vice President, Institutional Sales

Paul Seigle

Job Titles:
  • Portfolio Analyst

Peter Ip

Job Titles:
  • Wealth Advisor

Peter Lovberg

Job Titles:
  • Portfolio Analyst

Phillip Miodowski

Job Titles:
  • Portfolio Analyst

Phillip Swenson

Job Titles:
  • Wealth Advisor

Porche Bradley

Job Titles:
  • Client Service Specialist

Rachel Roach

Job Titles:
  • Client Service Specialist

Rafael Arellano

Job Titles:
  • Wealth Advisor

Ramsey Zreik

Job Titles:
  • Client Service Specialist

Randy Magdaluyo

Job Titles:
  • Vice President, M & a Program Management

Rasheed Jarmon

Job Titles:
  • Client Service Specialist

Rebecca Evans

Job Titles:
  • Client Service Specialist

Rebecca Rushton

Job Titles:
  • Estate Planning Attorney

Rebecca Wolman

Job Titles:
  • Client Service Specialist

Rebekah Burns

Job Titles:
  • Associate Wealth Advisor

Remi Hock

Job Titles:
  • Portfolio Analyst

Renée Egelski

Job Titles:
  • Wealth Advisor

Renée Pichette

Job Titles:
  • Wealth Advisor

Rich Davtyan

Job Titles:
  • Member of the Your Beverly Hills Team
  • Wealth Advisor

Richard Brad Mundy

Job Titles:
  • Wealth Advisor

Richard W. Weyers

Job Titles:
  • Director National Operations

Rick Henderson

Job Titles:
  • Wealth Advisor

Roain Saunders

Job Titles:
  • Financial Planner

Rob Cox

Job Titles:
  • Wealth Advisor, Director

Robert A. Medvey

Job Titles:
  • Wealth Advisor

Robert Reed

Job Titles:
  • Wealth Advisor

Rodney Alvarado

Job Titles:
  • Member of the Your Boston Team
  • Regional Vice President

Ron Kibbe

Job Titles:
  • Member of the Your Alpharetta - Atlanta Team
  • Member of the Your Charlotte Team
  • Wealth Advisor

Ross Hasek

Job Titles:
  • Client Service Specialist

Rouba Khzam

Job Titles:
  • Senior Tax Advisor

Roxanne Konieczka

Job Titles:
  • Client Service Specialist

Rubi Contreras

Job Titles:
  • Manager of Operations

Rudolph Brandes

Job Titles:
  • Wealth Advisor

Ryan Frankel

Job Titles:
  • Member of the Your Boca Raton Team
  • Wealth Advisor

Ryan Weichman

Job Titles:
  • M & a Integration Portfolio Manager

Sally Toomey

Job Titles:
  • Client Service Specialist
  • Member of the Your Bloomington Team

Sam Hume

Job Titles:
  • Regional Vice President, Wealth Advisor

Sam Khan

Job Titles:
  • Member of the Your Boulder Team
  • Regional Vice President

Samuel Bennett

Job Titles:
  • Account Operations Manager

Sandee Mapp

Job Titles:
  • Wealth Advisor

Sandra Mitchell

Job Titles:
  • Client Service Specialist

Sanley J. DePasquale

Job Titles:
  • Senior Tax Advisor

Sarah Elise Berry

Job Titles:
  • Wealth Advisor

Sarah Oliver

Job Titles:
  • Tax Advisor

Sarah Tenhundfeld

Job Titles:
  • Associate Wealth Advisor

Sarai Covell

Job Titles:
  • Client Service Specialist

Schane Goheen

Job Titles:
  • Wealth Advisor

Scott Berkson

Job Titles:
  • Operations Manager

Scott Hancock

Job Titles:
  • Client Service Specialist

Scott Kays - Managing Director

Job Titles:
  • Managing Director
  • Member of the Your Alpharetta - Atlanta Team
  • Member of the Your Boca Raton Team

Scott Weigel

Job Titles:
  • Member of the Your Boca Raton Team
  • Associate Wealth Advisor

Scott Williams

Job Titles:
  • Wealth Advisor, Director

Sean O'Connor

Job Titles:
  • Wealth Advisor

Shanon Lee

Job Titles:
  • Client Service Specialist

Sharon Littell

Job Titles:
  • Client Service Specialist

Sheree Leonatti

Job Titles:
  • Estate Planning Paralegal

Sloan Petereit

Job Titles:
  • Associate Financial Planner

Sonia Rodriguez

Job Titles:
  • Client Service Specialist

Sonja Borda

Job Titles:
  • Financial Planner

Sonya Mincy

Job Titles:
  • Client Service Specialist

Stacie Hostetler

Job Titles:
  • Client Service Specialist

Stacy Reen

Job Titles:
  • Client Service Specialist

Stefani Kohler

Job Titles:
  • Financial Planner

Stefanie Leighter

Job Titles:
  • Estate Planning Attorney

Stefen Donohue

Job Titles:
  • Associate Financial Planner

Stella Doyle

Job Titles:
  • Associate Financial Planner

Stephen Bauer

Job Titles:
  • CST, Financial Planner

Stephen Prinster

Job Titles:
  • Director of Investment Operations

Stevan Downs

Job Titles:
  • Tax Manager

Steve Berkson

Job Titles:
  • Wealth Advisor

Steve Roberts

Job Titles:
  • Wealth Advisor

Steven Crevar

Job Titles:
  • Wealth Advisor

Steven Elliott

Job Titles:
  • Lead, Sr. Tax Manager

Steven J. Deceuninck

Job Titles:
  • Wealth Advisor

Susan Portnoi

Job Titles:
  • Wealth Advisor

Susan Travis - Managing Director

Job Titles:
  • Managing Director

Susy Gibo

Job Titles:
  • Senior Regional Sales Associate

Sydney Kirkes

Job Titles:
  • Client Service Specialist

Tami Leffingwell

Job Titles:
  • Client Service Manager

Tammy Cooper

Job Titles:
  • Financial Planner

Tanya Thomasson

Job Titles:
  • Regional Service Manager

Tarek McAlee

Job Titles:
  • Wealth Advisor

Taylor Merriman

Job Titles:
  • Legal Assistant

Tess Inhelder

Job Titles:
  • Legal Assistant

Tessa Bonifacio

Job Titles:
  • Portfolio Analyst

Theresa Bedard

Job Titles:
  • Manager of Trading & Investments

Thomas Keeney

Job Titles:
  • Wealth Advisor

Tim Cengia

Job Titles:
  • Portfolio Operations Specialist

Tim Forest

Job Titles:
  • Vice President of Strategy and Analytics

Tim Kallas

Job Titles:
  • Regional Vice President

Tim Rowland

Job Titles:
  • Wealth Advisor, Director

Todd LaLuzerne

Job Titles:
  • Regional Vice President

Todd Sanford

Job Titles:
  • Wealth Advisor, Director

Tom Herzing

Job Titles:
  • Wealth Advisor

Tom Lacock

Job Titles:
  • Tax Manager

Trace Winn

Job Titles:
  • Client Service Specialist

Tracey Turko

Job Titles:
  • Wealth Advisor, Sr. Director

Tracy O. Jackson

Job Titles:
  • Wealth Advisor, Director

Trisha Miller

Job Titles:
  • Client Service Specialist

Tyler Hillyer

Job Titles:
  • Associate Financial Planner

Tyler Schaefer

Job Titles:
  • Regional Sales Associate

Tyler Smith

Job Titles:
  • Wealth Advisor

Veronica Rozales

Job Titles:
  • Account Operations Specialist

Vickie Willard

Job Titles:
  • Client Services Coordinator

Victoria Williamson

Job Titles:
  • Client Service Specialist
  • Member of the Your Bloomington Team

W. Cam Goodwin

Job Titles:
  • Wealth Advisor, Director

W. Thomas McNary

Job Titles:
  • Wealth Advisor

Wendy Reeves

Job Titles:
  • Client Service Specialist

Will Mannon - VP of Sales

Job Titles:
  • Head of Sales

William Flanders

Job Titles:
  • Client Service Specialist

William Howard

Job Titles:
  • Financial Planner

William McNutt

Job Titles:
  • Associate Wealth Advisor

William Montijo

Job Titles:
  • Portfolio Operations Specialist

William S. "Stan" Bivin

Job Titles:
  • Wealth Advisor

William Sands

Job Titles:
  • Client Service Specialist

Yesenia Ramirez

Job Titles:
  • Tax Associate

Yvette Angora

Job Titles:
  • Account Operations Specialist

Yvonne Wood

Job Titles:
  • Wealth Advisor

Zeke Aviles

Job Titles:
  • Associate Wealth Advisor