Tiffany Dodd Financial Planning Operations Specialist “The best and most beautiful things in the world cannot be seen or touched, but just felt in the heart.” – Helen Keller I am committed to assisting clients and ensuring they feel heard and truly valued. I have a...
Cassidy McKnight Investment Operations Associate “It isn’t sufficient just to want – you’ve got to ask yourself what you are going to do to get the things you want.” Franklin D. Roosevelt As an Investment Operations Associate, I am passionate about...
Todd Wilcox Chief Compliance Officer “You have brains in your head. You have feet in your shoes. You can steer yourself in any direction you choose.” – Dr. Seuss As a Chief Compliance Officer, I am committed to ensuring that our organization complies with...
Lori Zawiski Client Services Associate “Faith is taking the first step when you don’t see the whole staircase” – Martin Luther King Jr As a Client Services Associate, I am committed to doing the best job that I can for our clients and for the...
Rick Hayes Power Platform Developer “There are no problems, only challenges and opportunities to excel.” – Unknown. As a Power Platform Developer, I am committed to providing analysis that drives business decisions and solutions to challenges both large...
