Bretaigne Black
Director - Client Specialist
Amanda Brady, FPQP®
Director - Client Specialist
Michelle Dickson, FPQP®
Director - Client Specialist
Ginger Dorsett, FPQP®
Director - Client Specialist
Ann Claire Lathem, FPQP®
Director - Client Specialist
Nicole Pichon, FPQP®
Director – Client Services Team Manager, Community Engagement Champion
Shelby Potz-Nielsen, CFP®
Vice President – Client Specialist & Portfolio Manager
