Leah Olson January 15, 2025 Investment Team, Wealth Management Mary Lago, CFP®, CTFA Leah Olson January 15, 2025 Investment Team, Wealth Management Mary Lago, CFP®Chief Wealth StrategistPrincipal
Emilie Ma January 15, 2025 Administrative Team Danielle Larner Emilie Ma January 15, 2025 Administrative Team Danielle LarnerLead Client Relationship Associate
Emilie Ma January 15, 2025 Administrative Team Jesyca Lazo Emilie Ma January 15, 2025 Administrative Team Jesyca LazoClient Relationship Associate
Emilie Ma January 15, 2025 Administrative Team Kelli Leavenworth Emilie Ma January 15, 2025 Administrative Team Kelli LeavenworthOffice Coordinator
