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

Neal Freeman

Financial Strategist

Heather Haynes

Client Service Associate

Melissa LaBrue

Client Services Manager

Kass McGrath

Office Coordinator

Jena McNaughton

Client Relationship Coordinator

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