Our People
Michele Suligoj
Senior VP, Director of Data Operations
Benjamin Sullivan, CFP®
Senior Advisor Associate
Elizabeth Summers, J.D.
Director of Wealth Strategy, Family Wealth
Julie Swanson
Senior Associate, Resoure Specialist
Erik Szabocsik, CFP®
Assistant Vice President
Ann Tabing
Vice President, Finance
Tim Talbott, CFP®
Senior Advisor Associate
Shannon Thieke
Advisor Associate
John Thiel, MBA, CFP®
Assistant Vice President
Emily Tiernan
Vice President, Client Service
Rosemary Timoney, CFP®
Senior Vice President
Pema Tsering
Senior Executive Assistant
Michael Tyler, CFP®
Assistant Vice President
Karyn Tylicki, CFP®
Senior Client Service Associate
Vicki Tymann
Special Projects Coordinator & Office Manager
Richard Van Benschoten, CFP®
Executive Vice President, Business Development