Client Services Team
Amanda Brady
Director - Client Specialist
Bretaigne Black
Director - Client Specialist
Michelle Dickson
Director - Client Specialist
Ginger Dorsett
Director - Client Specialist
AK Hendrix, CFP®
Partner - Director of Financial Planning
Ann Claire Lathem
Director - Client Specialist
Rebecca Montes
Vice President - Client Specialist
Nicole Pichon
Vice President - Client Specialist
Julia Zwicky
Associate - Client Specialist