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
Office Coordinator

Linda Cooper
Client Relationship Coordinator

Neal Freeman
Financial Strategist

Heather Haynes
Client Service Associate

Kass McGrath
Client Relationship Coordinator

Jena McNaughton
Client Relationship Coordinator

Kendyl Reed
Client Relationship Coordinator

Nanciann Syler
Tax Coordinator

Shelli Williamson
Tax Coordinator

Keri Zeder
Client Relationship Coordinator