Meet The Team Guest User 2023-08-24 Guest User 2023-08-24 Krysta Silveira Client Service Associate Read More Guest User 2023-08-23 Guest User 2023-08-23 Cindy Smith Client Service Associate Read More Guest User 2023-08-22 Guest User 2023-08-22 Lindsay Smith Manager, Advisor Experience Read More Guest User 2023-08-20 Guest User 2023-08-20 Riley Sousa Client Service Associate Read More Guest User 2023-08-16 Guest User 2023-08-16 Melody Swain Client Service Associate Read More Guest User 2023-08-14 Guest User 2023-08-14 Tasha Treichel Manager - Administration Read More Guest User 2023-08-14 Guest User 2023-08-14 Brendan Veert Fund Administrator Read More Guest User 2023-08-13 Guest User 2023-08-13 Joshua Villanueva Associate Portfolio Manager Read More Guest User 2023-08-12 Guest User 2023-08-12 Susan Vukovic Office Manager Read More Guest User 2023-08-11 Guest User 2023-08-11 Tyler Wagner, CFA Portfolio Manager Read More Guest User 2023-08-11 Guest User 2023-08-11 Kim Wallace, CPHR Manager - People & Culture Read More Guest User 2023-08-10 Guest User 2023-08-10 Cassandra Zielke Director of Client Service & Administration Read More Guest User 2023-08-09 Guest User 2023-08-09 Nikola Zorcic Trade Support Administrator Read More Newer Posts
Guest User 2023-08-10 Guest User 2023-08-10 Cassandra Zielke Director of Client Service & Administration Read More