Aaron Moon
President
Scott Betschel
VP | Advisor Solutions
Regina Rosecrans
Director | Advisor Experience
Geoff Vodegel
Client Service Manager
Meredith Bales
Client Service Lead
Beth Williams
Client Service Specialist
Lizi Bell
Client Service Specialist
Austin Walker
Compliance Officer
Jessica Goodrich
Senior Compliance Specialist
Hannah Myers
Client Service Specialist
Trent Giffin
Accounting Specialist