Meet Our Back Office Team

^{Back Office Team}
Verona & Jefferson

Operations Manager and Internal Partner to Jim Hughes

New Account Specialist

Service Specialist

Client Relationship Specialist

Operations Support

Operations for Danielle Byrd Thompson

Client Relations Specialist to Mike Tancorra & Ryan Mickendrow

Client Relations Specialist for Douglas Ballard

Client Relations Specialist Jeffrey and Brian Trause

Client Relations Specialist Assistant to Paul Santos & Mike Bassett

Office Manager for Scott Klein, Client Relations Specialist

Client Relations Specialist

New Account Specialist for Scott Klein & Mahul/ Client Relations Specialist to Mahul Balar

Client Relations Specialist

Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.

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