Client Service Advisors

Client Service Advisors

Cheryl Bastian

Cheryl Bastian

Director of Client Service

Rena Ban

Investments Operations Manager // Schechter Investment Advisors

Sandra Scarcella

Senior Client Service Advisor // Schechter Investment Advisors

Danielle Wimberley

Senior Client Service Advisor // Schechter Investment Advisors

Lindsey Charette-Merrell

Senior Client Service Advisor

Natalie Shannon, CFP®

Senior Client Service Advisor // Schechter Investment Advisors

Lameese Porada

Client Service Advisor

Lisa Sroczynski

Lisa Sroczynski

Client Service Advisor

Mary Goleniak

Jr. Client Service Advisor // Schechter Investment Advisors

Kylie Harig

Kylie Harig

Client Service Advisor // Schechter Investment Advisors

Magge Williams

Maggie Williams

Jr. Client Service Advisor // Schechter Investment Advisors

Sharon Midura

Sharon Midura

Client Service Advisor // Schechter Investment Advisors

Lauren Wood

Lauren Wood

Client Service Advisor // Schechter Investment Advisors