Our People
Julie Williams, ADPA®, ChFC®, CFP®
Senior Vice President
Suzanne Williamson
Senior Vice President, Client Service Manager
Morgan Witthun
Client Service Associate
Charlie Wittleder
Senior Vice President, Controller
Jenna Wolfe
Marketing Associate
Jared Wolfe, CPA, CFP®
Senior Advisor Associate
Alyson Woolbright, FPQP™
Senior Advisor Associate
Rick Worley
Vice President, Senior Business Intelligence Analyst
Sarah Wotherspoon, MS, CFP®, CDFA®
Managing Director
Patrick Wren
Managing Director
Shawn Wyckoff
Senior Associate, Resource Specialist
Matthew Yakstis, CPA
Senior Vice President, Finance
Richard Yam, J.D.
Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning