Yutanna has been with the firm since 2007. She assists Ron Tamayo’s clients with a variety of account services such as new accounts, transfers, 401(k) rollovers, beneficiary changes and tax return preparation. Yutanna also coordinates with planners to process and maintain clients’ cash needs. She works closely with the other Client Service Managers and partners to assure all client needs are met. Yutanna graduated with honors from Marshall University in 1986.