Our Team
Amy Cotterell
Client Onboarding AdvisorClient Experience“Carpe Diem, Seize the day!”
Becky Asher
Vice President, Operations Leadership “The best way to find out if you can trust somebody is to trust them.” – Ernest Hemingway
Chris Michaelis
Client Onboarding AdvisorClient Experience“It never hurts to ask – the answer is always no if you don’t.”
Cosley Campbell, RYT
Operations/HR AdministratorClient Experience“Change is inevitable. Growth is optional.” – John Maxwell
Elisabeth Bargo, CPA
Client Onboarding Team ManagerClient Experience“If opportunity doesn’t knock, build a door.”
Jenn Barker
Assistant Director of Onboarding & Special ProjectsClient Experience“We are what we repeatedly do. Excellence, then, is not an act but a habit.” – Aristotle
Jennifer Post
Client Support Manager, ImpactClient ExperienceGo confidently in the direction of your dreams. Live the life you have imagined. – Henry David Thoreau
Johanna Gross, CPA
Client Onboarding AdvisorClient Experience“If you want to fly, give up everything that weighs you down” – Buddha
Jon Anderson
Assistant Director, Inbound SupportClient Experience“The clearest way into the Universe is through a forest wilderness.” – John Muir
Kala Zornow, CMA
Client Onboarding AdvisorClient Experience“We cannot solve our problems with the same thinking we used when we created them.” – Albert Einstein
Lisa Clark
Assistant Director of Client EngagementClient Experience“You must live in the present, launch yourself on every wave, find your eternity in each moment.” – Henry David Thoreau 
Megan Page
Special Projects AdvisorClient Experience“A person’s mind, stretched to a new idea, never goes back to its original dimension.” – Oliver Wendell Holmes
Michelle Watts, CPA
Endowment Accounting SpecialistClient Experience“Life is to be lived, not postponed.” 
Monica Duffell
Sr. SQL Database TechnicianClient Experience“There are no ordinary people… You have never talked to a mere mortal…” – C.S. Lewis 
Robert Preseau
Manager, SQL ServicesClient Experience“Everyday is a new opportunity to reach that goal.” – William Leonard Roberts II
Amy Cotterell
Client Onboarding Advisor
Client Experience
“Carpe Diem, Seize the day!”
Becky Asher
Vice President, Operations
Leadership
“The best way to find out if you can trust somebody is to trust them.” – Ernest Hemingway
Chris Michaelis
Client Onboarding Advisor
Client Experience
“It never hurts to ask – the answer is always no if you don’t.”
Cosley Campbell, RYT
Operations/HR Administrator
Client Experience
“Change is inevitable. Growth is optional.” – John Maxwell
Elisabeth Bargo, CPA
Client Onboarding Team Manager
Client Experience
“If opportunity doesn’t knock, build a door.”
Jenn Barker
Assistant Director of Onboarding & Special Projects
Client Experience
“We are what we repeatedly do. Excellence, then, is not an act but a habit.” – Aristotle
Jennifer Post
Client Support Manager, Impact
Client Experience
Go confidently in the direction of your dreams. Live the life you have imagined. – Henry David Thoreau
Johanna Gross, CPA
Client Onboarding Advisor
Client Experience
“If you want to fly, give up everything that weighs you down” – Buddha
Jon Anderson
Assistant Director, Inbound Support
Client Experience
“The clearest way into the Universe is through a forest wilderness.” – John Muir
Kala Zornow, CMA
Client Onboarding Advisor
Client Experience
“We cannot solve our problems with the same thinking we used when we created them.” – Albert Einstein
Lisa Clark
Assistant Director of Client Engagement
Client Experience
“You must live in the present, launch yourself on every wave, find your eternity in each moment.” – Henry David Thoreau
Megan Page
Special Projects Advisor
Client Experience
“A person’s mind, stretched to a new idea, never goes back to its original dimension.” – Oliver Wendell Holmes
Michelle Watts, CPA
Endowment Accounting Specialist
Client Experience
“Life is to be lived, not postponed.”
Monica Duffell
Sr. SQL Database Technician
Client Experience
“There are no ordinary people… You have never talked to a mere mortal…” – C.S. Lewis
Robert Preseau
Manager, SQL Services
Client Experience
“Everyday is a new opportunity to reach that goal.” – William Leonard Roberts II