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.

Doricia Bailey
Tax Coordinator

Kathy Burge
Office Coordinator

Linda Cooper
Client Service Associate

Colin Feller
Financial Strategist

Neal Freeman
Client Service Associate

Heather Haynes
Client Service Associate

Melissa LaBrue
Executive Assistant

Kass McGrath
Office Coordinator

Jena McNaughton
Client Service Associate

Vicki Mitchell
Client Service Associate

Jessi Moore
Marketing and Events Coordinator

Kendyl Reed
Client Relationship Coordinator

Jade Seiger
Tax Coordinator

Nanciann Syler
Tax Coordinator

Piper Powell
Tax Coordinator

Shelli Williamson
Tax Coordinator

Keri Zeder
Client Service Associate