Paul Lamari, JD
GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER
-2.jpg)
Alex Aitken, FPQP™
CLIENT SERVICE ASSOCIATE
Gary Anderson, JD, CPA/PFS/AEP/AIF
Senior Planner
Principal, Tax & Insurance/Risk Management Planning Chair
Cindy Beale
Senior Client Service Associate
Juli Blum
Client Development Manager
Wendy Borden
Administrative Assistant
Bettye Chambers
Portfolio Accountant
Lesa Crosser, AWMA®
SENIOR FINANCIAL ADVISOR
Edward Eby
Senior Planning Specialist
Lisa Edwards, CFA, CFP®, CTP
FINANCIAL ADVISOR
Courtney Evans
Portfolio Accountant
Dan Feeser
Director of Investment Reporting
Safiya Fellous
Associate Advisor
Tammy Galusky
Client Service Associate
Susan Gleason
Controller
John Goodman
CLIENT & INVESTMENT OPERATIONS MANAGER
Marsha Gray
Senior Operations Associate
Michael Green
Client Service Associate
Paul Ha
Analyst
Joel Houck, CFA
Senior Financial Advisor
Sarah Jones
SENIOR CLIENT SERVICE ASSOCIATE
Zakia Kahn
Associate Advisor
Robert S. Killebrew, Jr., CFA
SENIOR RELATIONSHIP ADVISOR
Carson Price Korenman, CFP®
Financial Advisor
Mela Kuzmeko
Operations Associate
Austin Main
Financial Advisor
Dan Mento, CFA
Portfolio Manager
Ken Myers
Manager, Client & Investment Operations
Hannah Neitzke, CPA
Associate Advisor
Kelly Moore Nowottnick, JD
Senior Financial Advisor
Hugh Palmer
Financial Advisor
Joan Ranucci
Client Service Associate
Brandi Roberts
WMS FUNDS CONTROLLER
Josh Rowe, PhD, CFA
Director Of Research
Jose Ruiz
Associate Advisor
Te'Chera St. Rose, SHRM-CP
HR Business Partner
Maxine Shevlin
Analyst
Robert Simpson
Analyst
Reiley Syrek
Research Analyst
Betsy Thropp
Administrative Assistant
Lou Ulman, JD
Senior Relationship Advisor
Natalie Whelton, JD
FINANCIAL ADVISOR & PLANNER
Jackie Williams
Senior Portfolio Accountant
Dorothy Zimmerman
Senior Client Service Associate
