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