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.

Tami Leffingwell

Manager, Client Service

Tamieka Bonner

Relationship Manager

Tammy Goad - Sr Client Service Specialist

Tammy Goad

Sr. Client Service Specialist

Tanya Livingston - Sr. Client Service Specialist

Tanya Livingston

Sr. Client Service Specialist

T Thomasson

Tanya Thomasson, CFP^®

Director, Client Service – UHNW & Private Markets

Roseville, Walnut Creek

Tatiana-Stahn

Tatiana Stahn

Sr. Client Service Specialist

Tavia Williams - Client Service Specialist

Tavia Williams

Client Service Specialist

Taylor Johnson

Client Service Specialist

Dallas – Park Cities

Tess Gold

Sr. M&A Comp Analyst

Theresa Nichols

Theresa Nichols

Client Service Specialist

Theresia Reid - Sr Client Service Specialist

Theresia Reid

Sr Client Service Specialist

Trisha Miller

Client Service Specialist

Tyler Weinrich

Tyler Weinrich

Client Service Specialist

Veronica Rozales

Account Operations Specialist

Vickie Willard

Client Services Specialist

Vivian Covert

Client Service Specialist

Wendy Reeves, WMS℠

Sr. Client Service Specialist

William Flanders

Sr. Client Service Specialist

Austin, Houston

Yasmin McLocklin

Yasmin McLocklin

Client Service Specialist

Yvette Angora

Sr. Account Operations Specialist

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