Partner
Meet Jason
Meet Aaron
Tax Consultant
Meet Scott
Accountant
Bookkeeper
Meet Summer
Meet Greta
Meet Lizzy
President and CEO
Meet Trevor
Chief Financial Officer
Meet Shelly
Vice President & Client Relationship Director
Meet Kathy
Meet Kelli
General Counsel
Meet Zach
Client Relationship Manager
Meet Roni
Retirement Client Services
Meet Beth
Investment Division Manager
Meet Janice
Executive Administrative Assistant
Meet Krystal
Administrative Assistant
Meet Tara
Meet Alyssa
Legal Assistant
Meet Kacy
Lead Staff Accountant
Meet April
Staff Accountant
Meet Faye
Meet Tammy
Meet Michael
Meet Rocio
Meet Julie
Client Services - Investments
Meet Elisa
Meet Kaycie
Meet Elizabeth
Investment Analyst
Meet Tyler
Meet Cheyenne
