Contact
Call, write, or come up to the second floor.
Every number goes straight to a person’s desk. If nobody’s in, Rosa calls you back the same day.
Call
- Mara HaleOn a call
- Dev ReddyWith a client · back 11:30
- June OkaforIn · ext. 203
- Sam WhitlockOut · back tomorrow 10:00
- Rosa LindIn · ext. 200
Write
We reply within one business day, from the advisor who will handle it. Please don’t send account numbers or passwords by email.
Leave a note. We’ll call you back.
Please don’t include account numbers, Social Security numbers or passwords.
