Noel Ledermann
Sales Manager
Tom Ponce
Holistic Planner
Luke Bland
Holistic Planner
Abby Hayes Boegeman
Estate Planning Attorney
Marianne Bouras
Director of Operations
Art Snarzyk
Talent Acquisition Manager
Sarah Chamberlin Define
Tax Practice Manager
Brendan Kelly
Planner Assistant
Amanda Bauer
Director of Marketing
Chris Ross
Funnel Marketing Specialist
Erin Dean
Enterprise Client Success Manager
Maria Sage
Client Happiness Specialist
Cherish Grey
Administrative Assistant
Patty Pa
Administrative Assistant
J. Russell Borders
Chief Accountant
Gail Scarfino
Accountant
Susie Chamberlin
Accounts Receivable
Joanie Chamberlin
Office Assistant | Receptionist
