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