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Jaycee Ford
Event and Digital Marketing Coordinator
Waylon Bell
Client Support Specialist
Mac James Thatcher
Financial Advisor
Isaac Morris
Client Support Specialist
Marissa San Nicolas
Senior Client Relations Manager
Elli French
Operations Manager
Charli Natale
Office Coordinator
Jacob Thatcher
Financial Advisor
Lori Meter
Financial Advisor
Layton Paloutzian
Financial Advisor
Russell Skinder
Client Support Specialist
Aidrik Schafer
Marketing Administrator
Michaela Herring
Marketing Manager
Kyra Yang
Event Coordinator
Ted Thatcher
Senior Advisor
Our Team Members