Our advisors

Our team

Lisa Day

Lisa Day

Operations Specialist,

Client Service Manager
Rose Yago

Rose Yago

Client Service Coordinator

Tessa Hansen

Tessa Hansen

Client Service Coordinator

Mindy Cespedes

Mindy Cespedes

Client Service Specialist

Cynthia Pearson

Cynthia Pearson

Client Service Coordinator

Jennifer Graupmann

Jennifer Graupmann

Client Relationship Manager