Client Service Advisors

Client Service Advisors

Rena Ban

Investments Operations Manager // Schechter Investment Advisors

Cheryl Bastian

Cheryl Bastian

Director of Client Service

Sandra Scarcella

Client Service Advisor // Schechter Investment Advisors

Danielle Wimberley

Client Service Advisor // Schechter Investment Advisors

Lindsey Charette-Merrell

Senior Client Service Advisor

Natalie Shannon, CFP®

Client Service Advisor // Schechter Investment Advisors

Taryn Anderson

Client Service Advisor // Schechter Investment Advisors

Lameese Porada

Client Service Advisor

Erica Crosby

Erica Crosby

Client Service Advisor // Schechter Investment Advisors

Jill Loewe

Jill Loewe

Client Service Advisor