Melanie Ahlers
Manager, Onboarding Team
Samantha Bitzer
Senior Associate, Advisor Support Team
Michael Bryant
HR Business Partner, SHRM-CP
Victoria Cattani
Lead Trainer
Jason Cole
Client Service Associates, Concierge Team
Rusty Conway
Associate, IT Support Team
John Davis
Portfolio Trader, Portfolio Services Team
Jennifer DeGroat
Senior Manager, Advisor Support Team
Eric Draughon
Director, Advisor Support Team
Amy Eagan
Manager, Business Operations
Lucas Ellson
Client Service Associate, Advisor Support Team
Tanya Escobedo
Director, Onboarding Team
Lucas Felbel, CIMA®
Director, Portfolio Services
Michael Freeman
Compliance Officer
Fran Gillis
Managing Director, Retirement Plan Services
Heather Jackson
Team Lead, Concierge Team
Whitney Johnson, CEP®
Practice Management Lead, Business Development Team
Cameron Juhnke
Production Lead, Portfolio Services Team
Erin Lehman
Advisor Support Associate, Advisor Support Team
Matthew Mora
Associate, IT Support Team
Anh (Anny) Nguyen, CIMA®, ChFC®
Portfolio Support Lead, Portfolio Services Team
Erin Oldham
Client Service Associate, Advisor Support Team
Mary Beth Smith
Client Service Associate, Concierge Team
Alex Tritschler
New Accounts Specialist, Advisor Support Team.
Shariss Tritschler
Manager, Advisor Relations
