Our Team

Click the team members below to see their information.

Our people...as unique as your needs.

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Kristina Albright Business manager

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Nate Bennett Client Services Manager

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Lucille Blair Bookkeeper

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Debra Brodie Planner Relations

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JP Brown Client Services Associate

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Kimberly Busack Director, Business Development

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Daniel Cercone Client Services Associate

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Sarah Crall Client Services Associate

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Nicole Davis-Ellison Vice President, Client Services

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Rodney Lowery Client Services Manager

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Misha Rand Sales Coordinator

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Michael Schaumann Director, Special Projects

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Sasha Smith Client Services Manager

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Shelley Smith Client Services Manager

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Elkie Wright Client Services Associate

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