COMPANY OVERVIEW

Meet Our Team
EXECUTIVE TEAM

Gary Campbell

Founder, Chief Strategy Officer

Angela Vlach

President, Chief Executive Officer

Doug Whittle

Executive VP, Chief Compliance Officer

EXECUTIVE SUPPORT

Maria Edwards

Sr. Executive Admin

Mallory Megown

Executive Admin

GROWTH TEAM

Soliman Popal

Sr. VP, Business Development

Joshua Larson

Business Development Associate

Kristy Vetter

Marketing Manager

Sara Forgey

Marketing Coordinator

Timothy Goering

Business Consultant

Brian Fields

Business Consultant

Heather Pratt

Business Consultant

Darren Crow

Business Consultant

Ron Mendoza

Business Consultant

Sieg Johnson

Director, Portfolio Operations

Rease Morin

Portfolio Associate/Para Planner

Nam Nguyen

Trading Operations Associate

Ryan Zimmerman

Trading Operations Associate

Drew Gremel

Trading Operations Associate

COMPLIANCE & OPERATIONS

Molly Semingson

Associate Director, Compliance & Operations

Terry Cleman

Sr. Compliance Officer

Reza Dekhani

Sr. Compliance Officer

Andrew Boerens

Compliance Officer

Sydney Burrows

Compliance and Operations Associate

Kerry Prichard

Director, Client Experience

Tim Jones

Manager, Operations

Taryn Weiks

Associate Director, Client Care

Matt Lazaras

Financial Planner

Austin Couey

Billings & Operations Specialist

Aaron Castonguay

Client Care Specialist

Alisa Van Frank

Client Care Specialist

Geneva Foster

Client Care Specialist

Katy Cox

Client Care Specialist

KayLi Watness

Client Care Specialist

Melissa Buttafoco

Client Care Specialist

Ryan Sundberg

Client Care Specialist

Sarina Young

Client Care Specialist

Simona Shevling

Client Care Specialist

Summer Bliss

Client Care Specialist

INFORMATION TECHNOLOGY

Jeremiah Francis

Director, Information Technology

Eliseo Dill

Information Technology Associate
FINANCE

Rob Kellso

Internal Accountant

Colleen McGuire

Sr. Accounting & Analytics Associate