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

Dustin Ford

Wealth Advisor

Kevin Gruetter

CFP®
Planning Strategist

Byron Watkins

Insurance Strategist

Marta Curry

Relationship Manager/Marketing Coordinator

Client Services

Micoli Bates

Director of Operations

Shirley Johnson

Client Relationship Associate

Terri McGinn

Client Relationship Associate

Investments

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
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

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Scott Budd

CFP®
Senior Wealth Planner

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Ryan Yamada

CFP®
Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner