Bridgett is always searching for the best ice cream spots.
Client Service Manager
In her spare time, Christine enjoys home decorating and interior design.
K is actively involved in Veteran services and is a proud Blue Star Mother.
Senior Client Service Manager
Adam is an avid sports fan and enjoys visiting local restaurants and wineries with his wife.
Emily likes traveling and enjoys cruising the most!
Client Service Associate
Kris speaks 5 languages and loves to crochet while listening to audio books.
Nicole enjoys reading, crafts, the beach and, most recently, gardening.
Client Service Manager and Team Lead
Karrie loves animals and owns a farm with horses, turkeys, and chickens.
Samantha enjoys seeing Broadway shows with her two daughters.
Maria loves attending concerts and has been doing so since a young age.
Laurie is a Financial Paraplanner Qualified Professional™ and soap maker.
Melissa enjoys spending time with her family and kayaking on Lake Chaubunagungamuag (Webster Lake).
Sarah is a 4th degree black belt in Krav Maga.
Brenda enjoys yoga and watching sports. She likes attending football games at The University of Alabama with her daughter.
Michelle, her husband, and their two young boys love to travel.
Operations and Client Service Team Lead
04.17.24 | Investment Management
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