Your Team

Client Services

Kayla Matney

Client Services Specialist

Makayla Bowman

Client Relationship Manager

Mia Kitner

Director of Client Services

Peggy Monahan

Private Client Manager

Philip Vann

Client Service Associate

Sherin Storm Whitfield

Registered Representative
Director of Finance

Tracy Shuler

Director of First Impressions

Travis Ely

Client Relationship Manager

Patty Jaramillo

Client Service Associate

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Director, Investment Platform

Research Department

Brett Carson

CFA®
Director of Research

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner