Meredith provides client services, cultivates client relationships, and supports the onboarding of new accounts.  She also helps with administrative tasks and assists with projects throughout the organization.  Prior to joining […]

Courtney is responsible for setting up new client accounts as well as ongoing account administration, including tracking capital flows and quarterly report processing. She also serves as a client administrator […]

Halie supports members of the professional and administrative staff within the Wealth Management Group.  She is responsible for performing supportive tasks and assisting with projects throughout the organization.  Prior to […]

Sophie plays a key role in providing comprehensive administrative support to the Wealth Management Group, which includes managing schedules, coordinating communications, and managing marketing materials and supplies. Additionally, she contributes […]