COMPANY OVERVIEW

Meet Our Team
EXECUTIVE 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

Jeremiah Francis

Director, Information Technology

Eliseo Dill

Information Technology Associate
FINANCE

Catherine Ocheltree

Internal Accountant

Colleen McGuire

Sr. Accounting & Analytics Associate

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