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
Soliman Popal
Sr. VP, Business Development
Joshua Larson
Business Development Associate
Sieg Johnson
Director, Portfolio Operations
Rease Morin
Portfolio Associate/Para Planner
Nam Nguyen
Client Care Specialist
Cathy Fenimore
Business Consultant
Timothy Goering
Business Consultant
Brian Fields
Business Consultant
Sara Forgey
Marketing Coordinator
COMPLIANCE & OPERATIONS
Heather Pratt
Director, Compliance & Operations
Molly Semingson
Sr. Manager, Compliance & Operations
Terry Cleman
Sr. Compliance Officer
Reza Dekhani
Sr. Compliance Officer
Andrew Boerens
Compliance Officer
Kerry Prichard
Director, Client Care
Tim Jones
Manager, Operations
Taryn Weiks
Manager, Client Care
Aaron Castonguay
Client Care Specialist
Evan Nygard
Client Care Specialist
Geneva Foster
Client Care Specialist
Madison Manly
Client Care Specialist
Matt Lazaras
Client Care Specialist
Melissa Buttafoco
Client Care Specialist
Millie Ortiz
Client Care Specialist
Ryan Sundberg
Client Care Specialist
Sally Malone
Client Care Specialist
Simona Shevling
Client Care Specialist
Summer Cycon
Client Care Specialist
Sydney Burrows
Client Care Specialist
INFORMATION TECHNOLOGY
FINANCE
