Client AdvisorsClient ServiceInsuranceInvestmentsManagementOperationsTax Northeast USSouth Central USHong KongJapanSingapore Stephen Tally Chief Operating Officer Travis Crowell Managing Director Ray Pinson, CFP®, CPA Managing Director William D. Schultz Managing Director Charles McKenzie, CFP® Portfolio Manager Tori Robertson Senior Accounting Associate Taylor Jester Wealth Associate Kelsey Lopez Global Project Manager Taylor Schaufel Junior Associate Gena Lohoefer Office Administrator Diana Nieto Office Administrator
