Contact us

Find your sales representative’s contact information, as well as numbers for more general inquiries. Or call our sales desk at 877-824-5615.

We look forward to speaking with you.

Registered Investment Advisors

Julie Robichaud
For general inquiries

Julia Robichaud

Client Analyst
312-213-5292
Email

Greg Laurence
RIA Management

Greg Laurence

Director, Head of RIA Distribution
312-401-7073
Email

Find your representative below

Paula Boyd headshot

Paula Boyd

Director
415-300-5606
Email

Shelby Griffing headshot

Shelby Griffing

Director
817-991-4265
Email

Ken Harris headshot

Ken Harris

Director
817-854-6644
Email

Abbas Hussain headshot

Abbas Hussain

Director
847-212-7613
Email

Chris Jacobs headshot

Chris Jacobs

Director
312-517-4394
Email

Devere Jones headshot

Devere Jones

Director
312-550-6486
Jake King headshot

Jake King

Director
617-513-4615
Laura McDowell headshot

Laura McDowell, CFP, CIMA®

Director
646-678-0398
Tyson Schwartz headshot

Tyson Schwartz

Director
720-480-2279
Shane Smith headshot

Shane Smith

Director
720-297-1585
Kristine Warner headshot

Kristine Warner

Director
847-505-8594

Advisor affiliated with Retirement Plans, Broker-Dealers or Banks

Find your representative below

West Midwest Contact

Joe Wraga

Director, Intermediary Distribution and Consultant Relations
415-667-6317
Email

Northeast Contact

Mike Harrington

Director, Head of Intermediary Distribution and Consultant Relations
610-971-1550
Email

South Central Contact

Dean Johnson, CFP®, CIMA®

Director, Intermediary Distribution and Consultant Relations
720-601-2958
Email

National Account Executives

Gail Goulet

Director, Head of Strategic Accounts
610-971-6599
Email

Joe Tedesco

Director, National Accounts Intermediary Distribution
636-628-8947
Carolyn Vaeth

Carolyn Vaeth

Director, National Accounts Intermediary Distribution & Consultant Relations
631-741-9451
0525-P63G