Christina Dreitlein
February 28, 2019
Christina Dreitlein acts as a liaison between clients and their respective advisors. With her friendly and outgoing personality, she works diligently to provide exceptional client service. Chris has been working in...
Allison Kass
March 13, 2019
As Senior Client Relations Coordinator, Allison Kass handles the creation, processing, and follow-up of client paperwork in support of the Client Relations Managers. With over 35 years of experience working in various...
Mandie Myers
July 28, 2019
Client Relations Manager Mandie Myers acts as a liaison between clients and their respective advisors. Service is an integral part of her core values, and she enjoys helping clients work toward their financial goals....
Jessica Williams
August 14, 2019
As Client Relations Manager, Jessica Williams develops and maintains positive relationships to ensure clients are well positioned to work towards their long-term financial goals. In all areas of life, Jessica believes...
