COMPANY OVERVIEW
Meet Our Team
BUSINESS DEVELOPMENT
Frank Gambardella
Business Development Consultant
Cathy Fenimore
Business Development Consultant
Sieg Johnson
Portfolio Analyst
COMPLIANCE
Neil Lance
Director, Compliance
Reza Dekhani
Compliance Analyst
Terry Cleman
Compliance Analyst
CLIENT CARE
Kerry Prichard
Director, Client Care
Christina Aguilar
Client Care Specialist
Kendra Oatfield
Client Care Specialist
Tim Jones
Client Care Coordinator
Geneva Foster
Client Care Specialist
Jason Hensley
Client Care Specialist
Taryn Weiks
Client Care Specialist
Tricia Nelson
Client Care Specialist
FAIM/HYBRID RIA
Doug Whittle
Chief Compliance Officer, FAIM
Molly Semingson
FAIM Compliance & Operations Manager
Cheryl Karboski
FAIM Compliance
Director
Heather Pratt
FAIM Operations Director
INFORMATION TECHNOLOGY
Jeremiah Francis
Director, Information Technology
Eliseo Dill
Information Technology Associate
ACCOUNTING & ANALYTICS
Gail Gateley
Director, Accounting
Samantha Fairbairn
Accounting & Analytics Associate
