
Sara Reese Rossmann
COO

Phil Behnen, CPA, CFP®
Tax Specialist

Taylor Reese
Client Service Representative

Carolina Rivara
Client Service Associate

Gavin Ulewicz
Paraplanner

Danny Mesta
Client Service Representative

Talley Maska
Client Service Representative

Ariel Galvan
Director of First Impressions

Margie Aston
Director of First Impressions