Our advisors

Our team

Jerilee Ramos

Jerilee Ramos

Marketing Manager,

Client Service Manager
Angie Gast

Angie Gast

Client Service Manager

Tina Shelman

Tina Shelman

Business Development Manager,

Financial Planning Assistant
Alex Seemann

Alex Seemann

Assistant

Alisa Hernandez

Alisa Hernandez

Client Concierge