COMPANY OVERVIEW

Meet Our Team
EXECUTIVE TEAM

Angela Vlach

Branch Director

Doug Whittle

Executive VP, Chief Compliance Officer

EXECUTIVE SUPPORT

Maria Edwards

Sr. Executive Assistant

GROWTH TEAM

Soliman Popal

Growth Director

Jose Marmolejos

Business Development Associate

Nigel El-Sokkary

Growth Team Coordinator

Brittany Fox

Sr. Marketing Consultant

Sara Forgey

Marketing Coordinator

Don Williams

Business Consultant

Heather Pratt

Business Consultant

Kerry Prichard

Business Consultant

Ron Mendoza

Business Consultant

Russell Garcia

Business Consultant

Sieg Johnson

Portfolio Operations Director

Drew Gremel

Portfolio Analyst, QC

Nam Nguyen

Portfolio Analyst

Rease Morin

Portfolio Associate/Para Planner

Ryan Zimmerman

Trading Consultant

COMPLIANCE & OPERATIONS

Molly Semingson

Compliance & Operations Director

Terry Cleman

Sr. Compliance Officer

Reza Dekhani

Sr. Compliance Officer

Andrew Boerens

Sr. Compliance Officer

Taryn Weiks

Client Care Director

Melissa Buttafoco

Operations Manager

Aaron Castonguay

Sr. Client Care Specialist

Tim Jones

Sr. Client Care Specialist

Alisa Van Frank

Virtual Assistant Manager

Austin Couey

Client Care Specialist

Brittney Ryan

Client Care Specialist

Joelle Wolph

Administrative Assistant

Katy Cox

Client Care Specialist

Kendra Vandervort

Operations Associate

Ryan Sundberg

Operations Specialist

Sarah Vandever

Administrative Assistant

Simona Shevling

Client Care Specialist

Summer Bliss

Operations Specialist

Sydney Burrows

Compliance & Operations Associate

INFORMATION TECHNOLOGY

Jeremiah Francis

Information Technology Director

Eliseo Dill

Information Technology Associate
FINANCE

Colleen McGuire

Sr. Accounting & Analytics Associate