Paraplanner

  • Kyla Taylor

    Kyla Taylor supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. She joined the company in 2023.

  • Abigail Miller

    Abigail Miller supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. She joined the company in 2018.

  • Sony Mathew

    Sony Mathew supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. She joined the company in 2018.