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
Meet Kathy
Meet Kelli
General Counsel
Meet Zach
Meet Jessica
Executive Administrative Assistant
Meet Roni
Retirement Client Services
Meet Beth
Investment Division Manager
Meet Janice
Meet Krystal
Administrative Assistant
Meet Tara
Meet Alyssa
Legal Assistant
Meet Kacy
Lead Staff Accountant
Meet April
Staff Accountant
Meet Kristine
Meet Faye
Meet Tammy
Meet Rebecca
Meet Julie
Client Services - Investments
Meet Elisa
Administrative Assistant to Legal
Meet Kaycie
Meet Elizabeth
Meet Lindsay
Investment Analyst
Meet Tyler
