Client Manager

Client Services & Portfolio Administrator

Staff Accountant

Staff Accountant

Assistant Controller

Assistant Controller

Alex Garrett

Payroll Specialist

Payroll Specialist

Ben Jones

Staff Accountant

Staff Accountant

Tanya Herndon

Client Services Specialist

Client Services Specialist

Sara Thomson

Client Services & Portfolio Administrator

Client Services & Portfolio Administrator

Heather Voight

Portfolio Manager

Portfolio Manager

Taylor Teixeira

Senior Accountant

Senior Accountant