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Our Administrative Staff

Kelle  Butler

Kelle Butler

Partner | Chief Compliance Officer

Janine Sauerbrei

Janine Sauerbrei

Portfolio Administrator

Michelle Diaz

Michelle Diaz

Client Services Associate

Mackenzie Santoro

Mackenzie Santoro

Client Services Associate

Mary Anne White

Mary Anne White

Administrative Associate

James Trevino

Compliance/Operations Coordinator

Dee Abernathy

Dee Abernathy

Client Service Associate