Client Development and Growth Strategies

Jeffrey Berridge

Jeffrey Berridge

Onboarding & Integration Operations Manager

Ryne Vickery, CFP<sup>®</sup>

Ryne Vickery

Onboarding & Integration Advisor

Brian Regan

Brian Regan

Onboarding & Integration Manager

Allison Barbieri

Allison Barbieri

Advisor Engagement Specialist

Scot Colgrove, CFP<sup>®</sup>

Scot Colgrove

Onboarding & Integration Advisor

Jim Myers

Jim Myers

Managing Director of Advisor Engagement

Ernest Clark, CPA/PFS

Ernest Clark

Relationship Director

Brian Shapiro

Brian Shapiro

Client Development Manager

Ben Lanning

Ben Lanning

Relationship Director

See more of our team

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