Our team

Private Wealth Solutions

Rachel Smith
Director of Investor Relations
Johnny Sphabmixay
Associate—Rocky Mountain
Chris Todino
Associate—Southern California
Armando Ureña
Portfolio Specialist
Michael Vahl
Director—Great Plains
Stephen Walker
Regional Associate—Mid-Atlantic
Ben West
Associate—Northeast
Kristine Westley
Managing Director— Operations
Andre Williams
Regional Sales Associate—Midwest
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