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Operations Team

Mark A. Bates, CFP®, CDFA®, EA

Chief Operating Officer

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Elizabeth Buhr

Director of Client Services

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Patrick D. Hayes, J.D.

Chief Compliance Officer

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Kory Orellana, CFP®

Operations Manager

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Samantha Upson, FDQP®

Operations Specialist

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Shelly Spiller

Office Manager

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Debby Cook

Wealth Administrator

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Jill Northcutt, FPQP®

Senior Client Operations Specialist

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Cyndi Dicello

Wealth Administrator

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Emily Lay

Receptionist

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