COMPANY OVERVIEW
Meet Our TeamEXECUTIVE TEAM
Gary Campbell
Founder, Chief Strategy Officer
Angela Vlach
President, Chief Executive Officer
Elvis Medica
Executive VP, Chief Growth Officer
Doug Whittle
Executive VP, Chief Compliance Officer
Maria Edwards
Executive Admin
GROWTH TEAM
Business Development
Soliman Popal
VP, Business Development
Joshua Larson
Business Development Associate
Portfolio Management
Sieg Johnson
Director, Portfolio Operations
Rease Morin
Portfolio Associate/Para Planner
Business Consulting
Cathy Fenimore
Business Consultant
COMPLIANCE & OPERATIONS
Heather Pratt
Director, Compliance & Operations
Terry Cleman
Compliance Officer
Christina Aguilar
Client Care Specialist
Melissa Buttafoco
Client Care Specialist
Molly Semingson
Sr. Manager, Compliance & Operations
Reza Dekhani
Compliance Officer
Geneva Foster
Client Care Specialist
Kelvin Lal
Client Care Specialist
Kerry Prichard
Director, Client Care
Taryn Weiks
Sr. Transitions Specialist
Kendra Vandervort
Client Care Specialist
Tim Jones
Manager, Operations
Sally Malone
Client Care Specialist
Summer Cycon
Client Care Specialist
Jill Lanzi
Compliance & Operations Coordinator
Matt Lazaras
Client Care Specialist
Sydney Burrows
Client Care Specialist
INFORMATION TECHNOLOGY
FINANCE
