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
Business Development

Soliman Popal

VP, Business Development
Portfolio Management

Sieg Johnson

Director, Portfolio Operations
Marketing

Sara Forgey

Marketing Coordinator
Business Consulting

Cathy Fenimore

Business Consultant

Joshua Larson

Business Development Associate

Rease Morin

Portfolio Associate/Para Planner
COMPLIANCE & OPERATIONS

Heather Pratt

Director, Compliance & Operations

Molly Semingson

Sr. Manager, Compliance & Operations

Kerry Prichard

Director, Client Care

Terry Cleman

Sr. Compliance Officer

Reza Dekhani

Sr. Compliance Officer

Tim Jones

Manager, Operations

Jill Lanzi

Compliance & Operations Coordinator

Taryn Weiks

Sr. Transitions Specialist

Sally Malone

Client Care Specialist

Matt Lazaras

Client Care Specialist

Christina Aguilar

Client Care Specialist

Geneva Foster

Client Care Specialist

Kendra Vandervort

Client Care Specialist

Summer Cycon

Client Care Specialist

Sydney Burrows

Client Care Specialist

Melissa Buttafoco

Client Care Specialist
INFORMATION TECHNOLOGY

Jeremiah Francis

Director, Information Technology

Eliseo Dill

Information Technology Associate
FINANCE

Gail Gateley

Director, Accounting

Colleen McGuire

Sr. Accounting & Analytics Associate

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