AN ENTIRE TEAM dedicated to your success

Whether it’s individual financial guidance or robust institutional strategies, we’ve built a team to address the varied needs of our diverse clientele. Our experienced advisor group works together to develop strategies with an emphasis on mitigating risk and enhancing long-term success, fortified by thorough, objective investment research and selection. We see your goals as an extension of our own and will work hard to help drive the desired results.

Service Associates & Staff

Wendy Allen

WENDY ALLEN

REGISTERED CLIENT SERVICE ASSOCIATE


Heather Bucharski

HEATHER BUCHARSKI

CLIENT SERVICE ASSOCIATE


Hayley Cummings

HAYLEY CUMMINGS

BRANCH BUSINESS COORDINATOR


 

Dana Gleinser

DANA GLEINSER

SENIOR REGISTERED CLIENT SERVICE ASSOCIATE

Lois Krier

LOIS KRIER

BRANCH SERVICE ASSOCIATE


Liz Lee

LIZ LEE

CLIENT SERVICE ASSOCIATE


 

Angela Mayrant

ANGELA MAYRANT

CLIENT SERVICE ASSOCIATE


Janeen Morin

JANEEN MORIN

CLIENT SERVICE ASSOCIATE


Teresa Packer

TERESA PACKER

CLIENT SERVICE ASSOCIATE


 

Kandyce Russell

KANDYCE RUSSELL

CLIENT SERVICE ASSOCIATE


Patti Seefeldt

PATTI SEEFELDT

SENIOR VICE PRESIDENT, WWS
MARKETING MANAGER, RJFS

Erica Walker

ERICA WALKER

BRANCH BUSINESS COORDINATOR