Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Ginny Starnes - Manager, Client Service

Ginny Starnes

Manager, Client Service

Grace Chyun

Grace Chyun

Sr. Client Service Specialist

Grace Farley

Director, Client Service

Gracie Tiedeman Image

Gracie Tiedeman

Client Service Specialist

Denver – Greenwood Village

Haiden Bowman

Director, Client Service

Haylie Shoemaker

Haylie Shoemaker

Client Service Specialist

Heather Curtis - Sr. Client Service Specialist

Heather Curtis

Sr. Client Service Specialist

Helen Berlin

Client Service Specialist

Helen Shingler

Helen Shingler

Sr. Manager, Client Service

Asheville, Atlanta, Blairsville, Macon

Ian Smith - Client Service Specialist

Ian Smith

Client Service Specialist

LA-Century City

Isabel-Brewster

Isabel Brewster

Client Service Specialist

Ivan Lopez Colon

Ivan Lopez Colon

Client Service Specialist

Ivette Herrera

Client Service Specialist

Austin, Houston

Jack Rumohr

Client Service Specialist

Jacklyn Lopez

Senior Client Service Specialist

Jaclyn Aragon

Client Service Specialist

Jacob Lynch

Client Service Specialist

Jade Lamas

Client Service Specialist

Jade Warren

Client Service Specialist

Janice Donovan

Sr. Client Service Specialist

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