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
Account Service Coordinator

Neal Freeman
Financial Strategist

Donnetta Gilmore
Account Service Coordinator

Heather Haynes
Account Service Coordinator

Melissa LaBrue
Client Services Manager

Kass McGrath
Office Coordinator

Jena McNaughton
Client Relationship Coordinator

Vicki Mitchell
Account Service Coordinator

Jessi Moore
Marketing and Events Coordinator

Kendyl Reed
Client Relationship Coordinator

Jade Seiger
Tax Coordinator

Nanciann Syler
Tax Coordinator

Piper Powell
Tax Coordinator

Hannah Westmoreland
Tax Coordinator

Shelli Williamson
Tax Coordinator

Keri Zeder
Client Relationship Coordinator