Skip to main content

Plan Implementors

break·wa·ter
/’brākˌwôdər/

noun
a barrier built out into a body of water to protect a coast or harbor from the force of waves.

Plan Implementers

Our Plan Formulators will handpick specific Implementers to suit your business or non-profit organization’s needs and personality.

Meet the Rest
of the Team

Loretta Albano

Account Associate – For Profit

Brett Boland

Controller

Teresa Carpe

Manager – Nonprofit

Shavalle Dewoonarain

Account Specialist – For Profit

Anna Eggburn

Account Associate – For Profit

Sarah Floyd

Account Associate – For Profit

Cheryl Fluhr

Accounting Manager

Megan Geib

Associate, Schools Team

Sarah Gober

Account Associate – For Profit

Jaspreet Grewal

Manager – Nonprofit

Christina Grover

Manager – Nonprofit

Rochelle Harding

Manager – Private Client

Melissa Hatch

Student Billing Associate

Jennifer Heinemeier

Manager – For Profit

Kimberly Held

Account Specialist – For Profit

Sandii Hiatt

Account Associate – For Profit

Melissa Hinds

Account Specialist – Nonprofit

Gretchen Holewinski

Manager – Nonprofit

Amy Howard

Account Associate – Nonprofit

Leslie Hurm

Segment Leader – Private Client Services

Erin Kaufman

Manager – Nonprofit

Badar Khan

Account Manager

Jacqui Kolle

Manager – For Profit

Adam Kountourzis

Account Specialist – Nonprofit

Rachel Kozicki

Account Associate

Kate Lucyk

Account Associate – Nonprofit

Ashley Michels

Manager – Nonprofit

Hope Molapo

Account Associate – Nonprofit

Thandeka Ndlovu

Account Specialist – For Profit

Deanna Otto

Account Specialist – For Profit

Lisa Pearce

Manager – For Profit

Kylie Quirk

Account Associate – Nonprofit

Tara Sauber

Manager – Nonprofit

Suzanne Shahan

Account Specialist – Nonprofit

LaTasha Simmons

Manager – Nonprofit

Julie Snight

Account Specialist – Nonprofit

Brooke Steever

Account Associate – Nonprofit

Elizabeth Tanner

Account Associate – Nonprofit

Nazneen Timol

Account Associate – Nonprofit

Karen Taormina

Account Associate – For Profit

Janine Vaillancourt

Manager – For Profit

Jennalee Waldram

Account Associate – Nonprofit

Casi Wilbanks

Account Associate – For Profit

Kaitlyn Williams

Accounting Manager

Kristine Woodruff

Account Associate – For Profit

Morgan Zebley

Account Associate – For Profit