Insights
Role: Client Services
September 15, 2026
Sam Peters
(Pronouns: she/her/hers) As a Client Service Associate, Sam works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time-sensitive tasks, Sam is able to provide our clients with worry-free solutions to some of their daily stressors. Prior to [...]
September 15, 2026
Kent Schoenborn
(Pronouns: he/him/his) As a Senior Tax Associate and Client Service Associate, Kent provides proactive tax services that align with clients’ overall wealth management strategies and help provide peace of mind. He integrates clients’ tax compliance and planning needs with individualized wealth strategies, helping them proactively manage, preserve, and plan for their wealth and long-term financial [...]
September 3, 2026
Brady Hasenberg
As a Client Service Associate, Brady aids clients with time sensitive tasks and processes client-directed requests. Brady makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken [...]
August 27, 2026
Ian Powers
As a Client Service Associate, Ian works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Ian is able to provide our clients with worry-free solutions to some of their daily stressors. Ian attended George [...]
August 7, 2026
Trevor Scambray
(Pronouns: he/him/his) As a Wealth Management Associate, Trevor works with the families we serve to create achievable financial plans. As a comprehensive wealth management firm, we believe looking at your financial life holistically can bring peace of mind. By really getting to know our clients, Trevor gets your financial picture into focus and helps create [...]
June 29, 2026
John Gross
As a Wealth Management Associate, John focuses on ensuring your comprehensive financial picture is in focus. John works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. His passion for personalized client service and making a meaningful impact on our client’s lives is undeniable. Through his proactive nature, John aims [...]
June 9, 2026
Krisztian Jeszenszki
(Pronouns: he/him/his) As a Client Service Associate, Krisztian works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Krisztian is able to provide our clients with worry-free solutions to some of their daily stressors. Krisztian [...]
June 9, 2026
Calum Latham
(Pronouns: he/him/his) As a Client Service Associate, Calum works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Calum is able to provide our clients with worry-free solutions to some of their daily stressors. Calum [...]
April 22, 2026
Lindsay Hessel
Pronouns (she/her/hers) As a Senior Client Service Associate, Lindsay works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Lindsay is able to provide our clients with worry-free solutions to some of their daily stressors. [...]
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