Courtney-Laub-IndieAsset
Courtney Laub, CFP®
DIRECTOR OF CLIENT SERVICE
Charlie-Castino-IAP
Charlie Castino, CFP®
WEALTH MANAGER
Robert-J-Dalzell-Bobby-IndieAsset
Robert J. Dalzell, CWS®
WEALTH MANAGER
Donna Dickinson-Indie Asset Partners
Donna Dickinson
CHIEF COMPLIANCE OFFICER
Jan-Foulks-IndieAsset
Jan Foulks
OFFICE MANAGER
Jenny Scheffsky-Indie Asset Partners
Jenny Scheffsky
SR. CLIENT ADMIN, FAMILY OFFICE
Morgan-Seaman-IAP
Morgan Seaman
CLIENT SERVICE ADMINISTRATOR
Anne Smith-Indie Asset Partners
Anne Smith
INVESTMENT REPORTING ANALYST & CLIENT SERVICE ADMIN