Our advisors

Our team

Christi Kennedy

Client Service Manager

Roles & Responsibilities

  • Scheduling
  • Client Concierge
  • Communications
  • Executive Assistant to Eric Larson
  • Event Planning
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Lisa Lahner

Client Service Specialist

Roles & Responsibilities

  • Assistant to Associate Financial Advisor, Martin Friel
  • Prepares agendas for financial meetings
  • Scheduling coordinator
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Brooke Shealy

Client Service Manager

Roles & Responsibilities

  • Assistant to Associate Financial Advisor, Robert Rudnicki
  • Scheduling coordinator
  • Prepares agendas for financial meetings
View more