Client Service Coordinators
Working behind the scenes to bring your dreams to the forefront.
Our secret weapon? Our team of client service coordinators. Their secret weapon? An uncanny commitment to your success. And coffee.
Kathy Burge
Office Coordinator
Linda Cooper
Account Service Coordinator
Neal Freeman
Financial Strategist
Donnetta Gilmore
Account Service Coordinator
Heather Haynes
Account Service Coordinator
Melissa LaBrue
Client Services Manager
Kass McGrath
Office Coordinator
Jena McNaughton
Client Relationship Coordinator
Krystle Curry
Office Administrator
Kendyl Reed
Client Relationship Coordinator
Nanciann Syler
Tax Coordinator
Hannah Westmoreland
Tax Coordinator
Shelli Williamson
Tax Coordinator
Keri Zeder
Client Relationship Coordinator