Client Services Associate

  • Ansh Gandhi

    Ansh Gandhi oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. He joined the company in 2026.

  • Elyssa Henry

    Elyssa Henry oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2016.

  • BJ Whittaker

    BJ Whitaker oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2001.