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  • Who We Are
    • About Us
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  • What We Do
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Adam Masterson, SE-AWMA™

Adam Masterson

Client Relationship Manager

Stefanie Murray, AIF®

Stefanie Murray

Senior Client Relationship Manager

Mia Safron

Mia Safron

Client Relationship Manager

Kaitlin Poterack

Kaitlin Poterack

Client Service Specialist

Ben Hermiston

Ben Hermiston

Client Relationship Manager

Charles Sonalia

Charles Sonalia

Client Operations Specialist

Meagan Hernandez

Meagan Hernandez

Client Operations Specialist

Catherine Jeanty

Samuel Cabral

Justin Claussen

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