Skip to main content
Header
About Us
Careers
Client Center
Contact Us
Search
Search
Header
About Us
Careers
Client Center
Contact Us
Search
Search
Client Login
WFS Client Portal
Charles Schwab
Fidelity
Pershing
Menu
Our Services
Our Team
News
Blog
Events
Client Login
WFS Client Portal
Charles Schwab
Fidelity
Pershing
Client Services
Sidebar Nav Main
Executive Staff & Relationship Managers
Portfolio Management
Financial Planning & Retirement Plan Consulting
Research
Client Services
Dana R. Tomisek
Jessica L. Staton
Mary Pirault
Matt D. Armendaris
Casey T. Azarsa
Eric A. Dzik
Brenda I. Harrell
Kiernan N. Keller
Kris M. Roche
Information Technology
Office Administration
Dana R. Tomisek
Director of IT & Client Services
[email protected]
Jessica L. Staton
Client Services Team Lead
[email protected]
Mary Pirault
Senior Client Service Associate
[email protected]
Matt D. Armendaris
Client Service Associate
[email protected]
Casey T. Azarsa
Client Service Associate
[email protected]
Eric A. Dzik
Client Service Associate
[email protected]
Brenda I. Harrell
Client Service Associate
[email protected]
Kiernan N. Keller
Client Service Associate
[email protected]
Kris M. Roche
Client Service Associate
[email protected]
