Our advisors

Our team

Lisa Day

Lisa Day

Operations Specialist,

Client Service Manager
Rose Yago

Rose Yago

Client Service Coordinator

Mindy Cespedes

Mindy Cespedes

Client Service Specialist

Cynthia Pearson

Cynthia Pearson

Client Service Coordinator

Jennifer Kakalecik

Jennifer Kakalecik

Client Relationship Manager

Dawn Sellner

Dawn Sellner

Client Service Coordinator