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
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