Our Team

Carolyn French, Ph.D.
Senior Vice President

Byron Reyes
First Vice President

Cheryl Evans
Client Service Associate

Regina Adams
Senior Registered Client Service Associate

Paul Keeton
VP, Advisory Solutions

Hilary Pluemer
Director of Practice Management

Nicole Marsh, CFP®
Account Manager
Advisor Marketing & Communications

Erin Marshall
Products and Services Specialist 

Caryn Borden
Operations and Services Manager