Client Services Team
Bretaigne Black
Director - Client Specialist
Michelle Dickson, FPQP®
Director - Client Specialist
Ginger Dorsett, FPQP®
Director - Client Specialist
Amanda Henry
Client Specialist Associate
Victoria Kolbe
Client Specialist Associate
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
Frances Suarez, AWMA®
Vice President - Client Specialist
Pam Witt
Vice President - Client Specialist
Julia Zwicky, FPQP®
Vice President - Client Specialist
