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