Team
Matthew Moses
VP, Operational Consulting
Wade Johnson
Director, Transition and Operations
Samantha Vance
Director of Marketing
Steve Hollander
New Partnership Director
Jennifer Rogers
Director of Advisor Operations
Rodney Cox
Director of Relational Capital
Jamie Labello
Operations Manager
Susan Vitas
Operations Associate
Nathan Whiddon
Operations Associate
Jonathan Bennett
Senior Accountant
Savannah Stewart
Marketing Associate
Anne-Thomas Bowman
Marketing Associate
Kate Elling
Executive Assistant