COMPANY OVERVIEW
Meet Our TeamEXECUTIVE TEAM
Gary Campbell
Founder, Chief Strategy Officer
Angela Vlach
President, Chief Executive Officer
Doug Whittle
Executive VP, Chief Compliance Officer
EXECUTIVE SUPPORT
GROWTH TEAM
Soliman Popal
Chief Growth Officer
Joshua Larson
Business Development Associate
Kristy Vetter
Marketing Director
Sara Forgey
Marketing Coordinator
Darren Crow
Business Consulting Director
Brian Fields
Business Consultant
Heather Pratt
Business Consultant
Timothy Goering
Business Consultant
Ron Mendoza
Business Consultant
Sieg Johnson
Portfolio Operations Director
Rease Morin
Portfolio Associate/Para Planner
Nam Nguyen
Trading Operations Associate
Ryan Zimmerman
Trading Operations Associate
Drew Gremel
Trading Operations Associate
COMPLIANCE & OPERATIONS
Kerry Prichard
Client Experience Director
Molly Semingson
Compliance & Operations Director
Terry Cleman
Sr. Compliance Officer
Reza Dekhani
Sr. Compliance Officer
Andrew Boerens
Compliance Officer
Taryn Weiks
Client Care Director
Tim Jones
Operations Manager
Matt Lazaras
Financial Planner
Geneva Foster
Sr. Client Care Specialist
Aaron Castonguay
Sr. Client Care Specialist
Austin Couey
Billing & Operations Specialist
Sydney Burrows
Compliance & Operations Associate
Alisa Van Frank
Client Care Specialist
Katy Cox
Client Care Specialist
Melissa Buttafoco
Client Care Specialist
Simona Shevling
Client Care Specialist
Ryan Sundberg
Operations Specialist
Sarina Young
Operations Specialist
Summer Bliss
Operations Specialist
Kendra Vandervort
Operations Associate
INFORMATION TECHNOLOGY
FINANCE
