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.
Matthew Wedel
Client Services Associate
Kim Markus
Office Administrator
Kathy Burge
Office Coordinator
Linda Cooper
Client Relationship Coordinator
Neal Freeman
Financial Strategist
Heather Haynes
Client Service Associate
Kass McGrath
Client Relationship Coordinator
Jena McNaughton
Client Relationship Coordinator
Kendyl Reed
Client Relationship Coordinator
Nanciann Syler
Tax Coordinator
Shelli Williamson
Tax Coordinator
Keri Zeder
Client Relationship Coordinator