Support Staff

Carolyn, Kim and Michelle are well loved and talented financial administrators. They are highly trained in the complex administration functions that deliver client service outcomes with confidence.  They seem to know many of our hundreds of clients by name and keep the mood bright and happy. With their hard work and enthusiasm they keep the place running like a well oiled machine.

Carolyn Sanderson

Carolyn Sanderson

Receptionist
Kim Moore

Kim Moore

Client Service Consultant
Harrison Boyd

Harrison Boyd

Client Administrator