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 Assistant

Sarah Vandever

Administrative Assistant

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

Jeremiah Francis

Information Technology Director

Eliseo Dill

Information Technology Associate
FINANCE

Rob Kellso

Internal Accountant

Colleen McGuire

Sr. Accounting & Analytics Associate