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Our People

Jasmine James
Jasmine James

Marketing Coordinator

Pahola Jara
Pahola Jara

Senior Associate, Onboarding Specialist

Carolyn Jerome
Carolyn Jerome

Director, Human Resources

Stephanie Jiwa, FPQP™
Stephanie Jiwa, FPQP™

Client Service Associate

Kristin Johnson
Kristin Johnson

Assistant Vice President, Finance

Mckayla Johnson, CFP®
Mckayla Johnson, CFP®

Senior Associate, Investments

Ryan Jordan, CFP®
Ryan Jordan, CFP®

Assistant Vice President

Lindsey Kane, CFP®
Lindsey Kane, CFP®

Assistant Vice President

Nick  Kapelewski, CFP®
Nick Kapelewski, CFP®

Senior Advisor Associate

Dmitriy Katsnelson
Dmitriy Katsnelson

Deputy Chief Investment Officer

Brent Katterheinrich
Brent Katterheinrich

Assistant Vice President, Investments

Randy Kaufman
Randy Kaufman

Senior Vice President

Jack Keating, CFP®
Jack Keating, CFP®

Assistant Vice President

Riley Keenan
Riley Keenan

Senior Advisor Associate