Delivering Experience as a Service

    Advisor Experience

    Max Camp Follow me on LinkedIn

    Director, Advisor Experience

    Jen Flickinger Follow me on LinkedIn

    Director, Advisor Experience

    Craig Butler Follow me on LinkedIn

    Chief Growth Officer

    Operations

    Jason Lawton Follow me on LinkedIn

    Director of Operations

    Lauren Neiheisel Follow me on LinkedIn

    Manager, Advisor Experience
    West

    Omar Castro Follow me on LinkedIn

    Manager, Advisor Experience
    Central

    Erika Demetriou Follow me on LinkedIn

    Manager, Advisor Experience
    East

    Thomas Boone Follow me on LinkedIn

    Analyst, Advisor Experience

    Martina Carter

    Analyst, Advisor Experience

    Teo Karmolinski Follow me on LinkedIn

    Analyst, Advisor Experience

    Kaylyn Campbell Follow me on LinkedIn

    Analyst, Advisor Experience

    Ari Danelian Follow me on LinkedIn

    Analyst, Advisor Experience

    Celeste Pritchett Follow me on LinkedIn

    Billing Analyst

    Hannah Handgis Follow me on LinkedIn

    Billing Analyst

    Rebecca Duncan Follow me on LinkedIn

    Billing Analyst

    Compliance

    Stacy Sizemore Follow me on LinkedIn

    Chief Compliance Officer

    Michelle Eldridge Follow me on LinkedIn

    Sr. Compliance Officer

    Chris Plummer Follow me on LinkedIn

    Sr. Compliance Officer

    Terry Warren Follow me on LinkedIn

    Compliance Officer

    IT Support

    Paul Dalton Follow me on LinkedIn

    Chief Technology Officer

    Robyn Re

    Technical Support Associate

    Tyler Freebery Follow me on LinkedIn

    Technical Support Associate

    Accounting, HR & Payroll

    Jamie Sullivan Follow me on LinkedIn

    Chief Financial Officer

    Josh Raab Follow me on LinkedIn

    Accounting Manager

    Allison D'Angelo Follow me on LinkedIn

    Manager, HR and Payroll