Client Service

Client Service

Focused on delivering concierge-level care through personalized service

Our client service professionals provide attentive, proactive support, helping ensure a responsive experience that reflects our commitment to exceptional service.

A woman with straight blonde hair smiles at the camera. She is wearing a black top and small hoop earrings, with a blurred blue and white background behind her.

Alex Aitken, FPQP®

Manager, Client Service

A middle-aged woman with shoulder-length brown hair smiles at the camera. She is wearing a dark blazer over a patterned blouse, with a blurred, light-filled background behind her.

Helen Anderson

Senior Client Service Associate

Smiling person wearing a coral blazer and patterned blue shirt, standing in front of a blurred blue and green background.

Melissa A. Baron

Senior Client Service Associate

A smiling woman with light brown, wavy hair and glasses wearing a beige, polka-dot blouse. The background is softly blurred with blue and white tones.

Cindy Beale

Senior Client Service Associate

A woman with long brown hair and bangs is smiling, wearing a gray sweater. The background is blurred with soft lights and abstract shapes.

Juli Blum

Senior Client Service Associate, Project Manager

A woman with long brown hair smiles at the camera. She is wearing a black blazer over a blue top. The background is blurred, showing a window with a view of a cityscape on a bright day.

Sheila Bozeman

Senior Client Service Associate

A woman with long, wavy brown hair wearing a black blazer and white top smiles in front of a blurred, modern indoor background.

Katie Bredlow

Client Service Associate

A woman with curly hair tied back, wearing a black and white striped sweater and a gold chain necklace, smiles at the camera. The background is blurred with blue and white tones.

Alex Brooks

Client Service Associate

A person in a suit sits against a blue background. They are smiling and wearing a dark jacket, a tie with a paisley pattern, and a black shirt.

Charles Bullock

Manager, Client Service

A person with curly hair smiles at the camera, wearing a sleeveless green top. The background is softly blurred with bright lights.

Marah Burns

Client Service Associate

A person wearing a black blazer and polka dot shirt smiles in front of a blurred background with vertical and diagonal lines.

Chantelle Calhoun

Client Service Associate

A person with long brown hair is smiling, wearing a black and white striped blouse. The background is softly blurred with some round lights visible, creating a professional yet approachable atmosphere.

Megan A. Cashman

Client Service Associate

A woman with long red hair, wearing a black top, smiles at the camera. The background is softly blurred with blue and white tones, suggesting an indoor modern setting.

Lola Catoe

Client Service Associate

A smiling person with a neat hairstyle wearing a black blazer and a checkered shirt. The background is blurred with soft lighting, creating a professional and approachable appearance.

Lisa Chambers-Head

Client Service Associate

A woman with shoulder-length blonde hair, wearing a black and white patterned top and a black cardigan, smiles at the camera. The background is blurred with soft lighting and out-of-focus buildings.

Courtney Christy

Senior Client Service Associate

A woman with long, light brown hair and a friendly smile. She is wearing a magenta top and black blazer. The background is softly blurred, suggesting an office setting.

Nichelle Dalyrimple

Director, Client Service

A middle-aged man in a dark gray suit and blue dress shirt smiles at the camera. He has short gray hair and is wearing a patterned blue tie. The background is blurred and appears to be an indoor setting.

Lee Earhart

Senior Client Service Associate

A woman with long brown hair and glasses smiles at the camera. She is wearing a gray plaid blazer and a white top. The background is softly blurred, suggesting an office or urban setting.

Rachel Engwall

Senior Client Service Associate

A smiling woman with long blonde hair and glasses, wearing a patterned top, standing in front of a blurred indoor background with soft lighting.

Darnell Foster

Client Service Associate

A woman with long brown hair is smiling and wearing a black blazer over a white blouse, with a blurred office background.

Amanda Franklin

Senior Client Service Associate

A woman with long brown hair wearing a gray blazer and black top smiles at the camera, with a blurred blue and white background.

Tammy Galusky

Client Onboarding Associate

A young woman with long dark hair and light makeup is wearing a white blouse and gold jewelry, standing in front of a blurred modern background with lights. She is looking at the camera and smiling softly.

Stephanie Garcia

Client Service Associate

Portrait of a smiling person with long dark hair, wearing a teal blazer and black top. The background is softly blurred.

Rochelle Glover-Jones

Senior Client Service Associate

A woman with long, dark hair is wearing a black blazer with gold embellishments. She looks directly at the camera against a light blue background.

Kerry Gordon

Senior Manager, Client Service

A man with short brown hair and a beard, wearing a navy blue suit jacket and a light-colored checkered shirt, smiles at the camera with a blurred blue and white background.

Michael Green

Client Service Associate

A person with long blonde hair smiles at the camera. They are wearing a black and white striped sleeveless top. The background is softly blurred.

J.R. Hammonds-Swain

Senior Client Service Associate

Portrait of a person wearing a light-colored blazer over a blue top and a necklace. They have short, dark hair and are smiling at the camera. The background is blurred.

Sarron Hazqiyal

Client Service Associate

A person with wavy, light brown hair and wearing a white top smiles at the camera. The background is blurred with soft lighting.

Kelly Ho

Client Service Associate

A woman with shoulder-length blonde hair, wearing a sleeveless black top and layered necklaces, smiling against a softly blurred background with bright lights.

Casey R. Jackman

Client Service Associate

Katherine Brown

Katherine Jaynes

Senior Client Service Associate

A woman with wavy brown hair smiles at the camera. She is wearing a black blazer and a pearl necklace. The background is blurred, suggesting an office or professional setting.

Sara Joyner

Manager, Client Service

Smiling person with long blonde hair wearing a plaid blazer and a white blouse. The background is softly blurred.

Shade Klepchick

Senior Associate, Family Office Services

A woman with wavy brown hair wearing a navy blazer and a floral blouse smiles at the camera. The background is softly blurred, giving a professional and friendly appearance.

Kimberly Landry

Senior Client Service Associate

A person with long brown hair is smiling and wearing a gray checkered blazer over a black top. The background is a blurred office setting with large windows.

Sarah Lane

Client Service Associate

A woman with straight, light brown hair smiles at the camera. She is wearing a black blazer over a light top, with a necklace, and is posed against a softly blurred background with blue and white tones.

Tanzi Leary

Client Service Associate

Lauren Mason

Lauren Mason

Senior Client Service Associate

A woman with long brown hair and glasses smiles while wearing a dark blazer and a green blouse. The background is softly blurred, suggesting a cityscape view.

Caroline Maughon

Senior Client Service Associate

A woman with curly hair and a black blazer smiles against a blurred cityscape background viewed through a window.

Miri Maxon

Manager, Client Service

A smiling person with shoulder-length blond hair is wearing a patterned dark shirt. The background is blurred with soft blue and white tones, suggesting an indoor setting with natural light.

Lainey McLellan

Director, Client Service

A person with long hair smiles at the camera, wearing a white collared shirt. The background is softly blurred with lights, suggesting an indoor setting.

Blythe Moore

Client Service Associate

A woman with shoulder-length brown hair and glasses smiles at the camera. She is wearing a teal blazer over a black top. The background is a blurred light blue and gray gradient.

Leslie Nolen

Manager, Client Service

A man with short hair and a beard is smiling, wearing a dark suit, navy shirt, and patterned tie. He is standing against a blurred blue and white background.

Ryan Nottage

Senior Client Service Associate

A woman with shoulder-length brown hair, wearing a floral top, smiles at the camera. The background is softly blurred with cool tones and circular light spots.

Lindsay Novotny, FPQP®

Manager, Client Service

A woman with long dark hair smiles at the camera. She is wearing a dark blazer and a blue top. The background is softly blurred, suggesting an indoor setting with natural light.

Kathryn Parks

Senior Client Service Associate

Vlada Popsui

Vlada Popsui

Senior Client Service Associate

A middle-aged woman with shoulder-length brown hair, wearing a black jacket and a beaded necklace, stands in front of a blurred background with soft lighting.

Joan Ranucci

Senior Client Service Associate

A person with long dark hair wearing glasses and a black and white patterned jacket smiles at the camera. The background is softly blurred with light and dark areas, suggesting an indoor setting.

Camryn Reddick

Client Service Associate

A person with short dark hair is smiling, wearing a maroon suit jacket and a white shirt. The background is softly blurred with bright lights and cool tones.

Saul Rodriguez

Client Service Associate

A woman with long dark hair and a beige blazer smiles, standing against a blurred background.

Vanessa Rodriguez

Client Service Associate

A person with curly hair is smiling while wearing a black blazer and a patterned top against a light blue background.

Christina Rotolo

Manager, Client Service

Smiling woman with long blonde hair wearing a black blazer and light blue shirt, standing in front of a blurred background with lights.

Tara Sack

Client Service Associate

A person with short blonde hair is smiling, dressed in a black blazer over a red shirt, accessorized with a gold necklace. The background is softly blurred, featuring shades of blue and white.

Teri Schanen

Senior Client Service Associate

A smiling older woman with short, light gray hair is wearing a light turquoise blouse and a heart-shaped pendant. The blurred background suggests an indoor setting.

Marjorie L. Sjostrom

Senior Client Service Associate

A person wearing glasses, a navy blouse, and a heart-shaped pendant necklace smiles at the camera. The background is a blurred teal and blue gradient.

Ada Smedley

Client Service Associate

A person with long brown hair is smiling at the camera. They are wearing a patterned top and a delicate necklace. The background is softly blurred, suggesting an indoor setting.

Emily Smith

Senior Associate, Family Office Services

A middle-aged woman with curly gray hair, wearing a black blazer and layered silver necklaces, smiles in front of a softly blurred background with blue and yellow tones.

Toni Staub

Client Service Associate

Woman with long hair, wearing a white sweater with black stripes and an owl pendant necklace, smiles in a softly blurred indoor setting.

Felicia M. Stringer

Client Service Associate

A young man with brown hair and glasses, wearing a dark suit, white shirt, and a patterned tie, smiles while standing against a blurred, bright background.

Brandon Taylor

Client Service Associate

A man with short dark hair and a beard is smiling. He is wearing a white shirt, a light-colored tie, and a dark suit jacket. The background is blurred, featuring soft lights and a modern setting.

Grayson Turnbull

Client Service Associate

A person with short blond hair smiles while wearing a black blazer and patterned blouse. The background features a blurred view of modern glass buildings.

Kelsey Waite

Senior Manager, Client Service

A woman with long blonde hair smiles while wearing a black and white patterned top. She stands in front of a blurred background that suggests an office environment.

Stephanie Warner

Client Service Associate

A woman with long brown hair and glasses, wearing a black blazer over a white blouse with a black grid pattern. She is smiling in front of a blurred office background with large windows.

Brittany Watson

Senior Client Service Associate

A person with short hair smiles at the camera, wearing a black top. The background is softly blurred, creating a pleasant, professional atmosphere.

Sumayyah Wiggins

Senior Client Service Associate

A person wearing a brown headscarf and a black blazer smiles at the camera against a blurred blue background.

Brandy Wingo

Senior Client Service Associate

Ready to Experience Concierge-Level Care?

Request a Consultation

Please Note Limitations: The achievement of any designation, professional degree, license, or certification, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if HB Wealth is engaged, or continues to be engaged, to provide investment advisory services.