Your Team

Wealth Advisors

Brent Dome

Managing Partner & Wealth Advisor

Chad Phipps

Managing Partner & Wealth Advisor

Karsten Bond

Managing Partner & Wealth Advisor

Clark McDonald

Wealth Advisor

Shawn Bauman

Wealth Advisor

Kaitlin Hershey

Wealth Advisor

Byron Watkins

Insurance Strategist

Marta Curry

Relationship Manager/Marketing Coordinator

Client Services

Micoli Bates

Director of Operations

Shirley Johnson

Client Relationship Associate

Traci Webb

Client Relationship Associate

Tina Frederick

Client Relationship Associate

Connor Lungwitz

Administrator

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Tom Mullen

Senior Tax Planner