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
Emma Neugent
Billing Specialist
Anne-Thomas Bowman
Marketing Associate
Nicole Bohland
Operations Associate
Hannah Burke
Trading Specialist
Haley Betsill
Executive Assistant
Susan Culpepper
Graphic Designer
Natalie Beckerink
Compliance Associate
Tricia LaPlant
Operations Associate
Tim Matthews
Senior Accountant
Justin Thompson
Director of New Partnership Facilitation
Investments
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