Our People
Jennine Ramsey LaCroix, CFP®, MBA, AIF®
Managing Director
Lauren Rathsack
Advisor Associate
Chloe Rebuffel
Senior Marketing Coordinator, West Region
Ryan Reed
Microsoft Dynamics Developer
Tyler Reisinger
Assistant Vice President, Onboarding Specialist
Wyatt Reksten
Advisor Associate
Melissa Restivo, MBA, FPQP™, AAMS®
Advisor Associate
Gregory Reynholds
Managing Director, Head of Intermediary Business
Nate Richardson
Senior Advisor Associate
Casey Riviezzo, CFP®
Assistant Vice President
Courtney Roberts
Assistant Vice President, Advisor Technology
Gregory Roberts
Assistant Vice President, Finance
Oona Rokyta
Senior Advisor Associate
Ally Rosenbaum
Advisor Associate
Stacey Rosenson, CFP®
Senior Vice President
Madeline Rowe, CFP®
Senior Advisor Associate