Insights
Team: Wealth Management
March 3, 2026
Maddox Boyce
(Pronouns: he/him/his) As a Client Service Associate, Maddox 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, Maddox is able to provide our clients with worry-free solutions to some of their daily stressors. Prior to [...]
February 10, 2026
Keely Suratt
As a Senior Client Service Associate, Keely 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, Keely is able to provide our clients with worry-free solutions to some of their daily stressors. Keely attended [...]
February 10, 2026
Ethan Broome
As a Client Service Associate, Ethan 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, Ethan is able to provide our clients with worry-free solutions to some of their daily stressors. Ethan attended the [...]
January 7, 2026
Mary Brooks
(Pronouns: she/her/hers) As a Client Service Associate, Mary 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, Mary is able to provide our clients with worry-free solutions to some of their daily stressors. Prior to [...]
December 10, 2025
Krista Charlton
(Pronouns: she/her/hers) As an Associate Wealth Manager, Krista is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. Krista coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across all areas of their financial life. A true [...]
November 4, 2025
Ashleigh Roth
(Pronouns: she/her/hers) As a Client Service Associate, Ashleigh 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, Ashleigh is able to provide our clients with worry-free solutions to some of their daily stressors. Ashleigh [...]
November 4, 2025
Jackson Rapp
As a Client Service Associate, Jackson 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, Jackson is able to provide our clients with worry-free solutions to some of their daily stressors. Jackson earned his [...]
November 4, 2025
Bella Nadolski
As a Client Service Associate, Bella 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, Bella is able to provide our clients with worry-free solutions to some of their daily stressors. Bella earned her [...]
November 4, 2025
Wayne Liu
As an Associate Wealth Manager, Wayne is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. [...]
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