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

Kathy Burge

Office Coordinator

Linda Cooper

Client Relationship Coordinator

Neal Freeman

Neal Freeman

Financial Strategist

Heather Haynes

Client Service Associate

Kass McGrath

Client Relationship Coordinator

Jena McNaughton

Client Relationship Coordinator

Kendyl Reed

Kendyl Reed

Client Relationship Coordinator

Nanciann Syler

Nanciann Syler

Tax Coordinator

Shelli Williamson

Shelli Williamson

Tax Coordinator

Keri Zeder

Client Relationship Coordinator