Taylor Cirillo
Taylor Cirillo 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.
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Tamara Frankel
Tamra Frankel oversees the day-to-day coordination for the Retirement Plan Services Group and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2026.
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Lauren Turner
Lauren Turner 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 2025.
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Quiaunna Powell
Quiaunna Powell focuses on client relationships, and financial planning for clients. She joined the company in 2024.
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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.
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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.
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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.
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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.
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Brittany Knight, FPQP®
Brittany Knight provides operational support including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2015.
