Meet Your Advisory Support Team
Our support team provides personalized, transparent, premium service and helps make sure things go as smoothly as possible. We strive to deliver to you meticulous and highly responsive care.
Alicia Powers, AAMS®
Senior Client Service Advisor
Amy Lowder
Client Service Associate
Andrea Fitzgerald, FPQP®
Client Service Associate
Ashley Santos
Senior Client Service Advisor
Carol Brigante
Client Service Associate
Carol Johnson
Client Service Advisor
Christina Carbaugh
Administrative Assistant
Doreth Goodall, FPQP™
Client Service Associate
Echo Rooney
Administrative Assistant
Elizabeth L. Gavin, MBA, FPQP®
Senior Client Service Advisor
Heather Govic
Client Service Advisor
Kathleen M. Scala
Client Service Team Lead
Lauren Schwartz
Senior Client Service Advisor
Leslie A. Young, ChFC®, AEP®
Senior Client Service Advisor
Lorraine Mohan, FPQP™
Senior Client Service Advisor
Matthew Wittenstein
Senior Client Service Advisor
Mina Amjadi
Senior Client Service Advisor
Robin Townshend
Senior Client Service Advisor
Salome A. Rose
Client Service Advisor
Sandy Patrick, AAMS®
Senior Client Service Advisor
Shardae Jobson
Administrative Assistant
Stacey Dougherty
Client Service Associate
Suzanne Malik, FPQP®
Senior Client Service Advisor