Operations

Matthew Moses
VP, Operational Consulting

Wade Johnson
Director, Transition and Operations

Samantha Vance
Director of Marketing

Jennifer Rogers
Director of Advisor Operations

Jamie Labello
Operations Manager

Susan Vitas
Operations Associate

Nathan Whiddon
Operations Associate

Jonathan Bennett
Senior Accountant

Savannah Stewart
Marketing Associate

Anne-Thomas Proctor
Marketing Associate

Kate Elling
Executive Assistant