Skip to main content
About Us
Careers
Client Center
Contact Us
Search
Our Services
Our Team
News
Blog
Events
Client Login
WFS Client Portal
Charles Schwab
Fidelity
Pershing
Search
Client Login
WFS Client Portal
Charles Schwab
Fidelity
Pershing
Our Services
Our Team
News
Blog
Events
About Us
Careers
Client Center
Contact Us
Client Services
You are here
Home
About Us
Meet Our Team
Client Services
Title
Team
Our Team
Executive Staff & Relationship Managers
Portfolio Management
Financial Planning and Retirement Plan Consulting
Research
Client Services
Information Technology
Office Administration
Jessica L. Staton
Director of Client Services
[email protected]
Contact Me »
Kris M. Roche, CFP®
Senior Client Service Associate
[email protected]
Contact Me »
Eric A. Dzik
Client Service Associate & Securities Trader
[email protected]
Contact Me »
Matt D. Armendaris
Client Service Associate
[email protected]
Contact Me »
Brenda I. Harrell
Client Service Associate
[email protected]
Contact Me »
Kiernan N. Keller
Client Service Associate
[email protected]
Contact Me »
Jack R. Lawrence
Client Service Associate
[email protected]
Contact Me »
