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Our Team

Regardless of the reason, you’ll always be able to pick up the phone and speak to a person.

Leadership Team

Mike Bruno

Mike Bruno

Regional Branch Director

Justin Anuario

Justin Anuario

Regional Supervisory Principal

Kristen McCann

Kristen McCann

Regional Admin Manager

Cris Azevedo

Cris Azevedo

Regional Operations Manager

Advisor Service Team

Lisa Conover

Lisa Conover

Operations Associate

Jennifer Dessino

Jennifer Dessino

Operations Associate

Nicole Freeman-Lore

Nicole Freeman-Lore

Operations Associate

Carolina Mancilla

Carolina Mancilla

Operations Associate

Terri Pedersen

Terri Pedersen

Office Coordinator

Business Solutions

Kristin  Discher

Kristin Discher

Director of Marketing

Bryan Gilrane

Bryan Gilrane

Director of Business Development

Jon Kuhlken

Jon Kuhlken

IT Support Technician

Ryan Weber

Ryan Weber

Senior IT Support Specialist