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.

Northeast
Midwest
Southeast
Southwest
West
Ginny Starnes - Manager, Client Service

Ginny Starnes

Manager, Client Service
Grace Chyun

Grace Chyun

Sr. Client Service Specialist

Grace Farley

Director, Client Service

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
Ian Smith - Client Service Specialist

Ian Smith

Client Service Specialist
Isabel-Brewster

Isabel Brewster

Client Service Specialist
Ivan Lopez Colon

Ivan Lopez Colon

Client Service Specialist
Ivette Herrera headshot

Ivette Herrera

Client Service Specialist
Jack Rumohr headshot

Jack Rumohr

Client Service Specialist

Jacklyn Lopez

Senior Client Service Specialist

Jaclyn Aragon

Client Service Specialist

Jacob Lynch

Client Service Specialist
Jade Lamas headshot

Jade Lamas

Client Service Specialist

Jade Warren

Client Service Specialist

Janice Donovan

Sr. Client Service Specialist

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