Our Team
Click the team members below to see their information.
Our people...as unique as your needs.
Kristina Albright Business manager
Nate Bennett Client Services Manager
Lucille Blair Bookkeeper
Debra Brodie Planner Relations
JP Brown Client Services Associate
Kimberly Busack Director, Business Development
Daniel Cercone Client Services Associate
Sarah Crall Client Services Associate
Nicole Davis-Ellison Vice President, Client Services
Rodney Lowery Client Services Manager
Misha Rand Sales Coordinator
Michael Schaumann Director, Special Projects
Sasha Smith Client Services Manager
Shelley Smith Client Services Manager
