Dedicated support

Experience the service difference

Our goal is to gain a deep understanding of your business so we may become a steadfast advocate for you - an extension of your team. Your dedicated client service team will work to not only address concerns but to help develop customized service solutions to help grow your business. This creates a superior service experience for you, after all, you are the reason we are in business.

Client Service and Middle Office

We pride ourselves on providing service that exceeds your expectations – one that is founded on forging strong, long lasting relationships. Meet some of the key players who dedicate themselves to you and the success of your firm.

Tom Holl

Tom Holl

Senior Client service manager
Kevin Bass

Kevin Bass

Client service manager
Ryan Anderson

Ryan Anderson

Client service manager