COMPANY OVERVIEW
Meet Our TeamEXECUTIVES
Gary Campbell
Founder, Chief Strategy Officer
Angela Vlach
President and Chief Executive Officer
COMPLIANCE
Neil Lance
Director, Compliance
Reza Dekhani
Compliance Analyst
Terry Cleman
Compliance Analyst
CLIENT CARE
Kerry Prichard
Director, Client Care
Geneva Foster
Client Care Specialist
Sally Malone
Client Care Specialist
Sydney Burrows
Client Care Specialist
Tim Jones
Client Care Coordinator
Kendra Vandervort
Client Care Specialist
Matt Lazaras
Client Care Specialist
Taryn Weiks
Client Care Specialist
Rease Morin
Client Care Specialist
Summer Cycon
Client Care Specialist
FAIM/HYBRID RIA
Doug Whittle
Chief Compliance Officer, FAIM
Jill Lanzi
RIA Compliance and Operations Coordinator
Heather Pratt
FAIM Operations Director
Molly Semingson
FAIM Compliance & Operations Manager
INFORMATION TECHNOLOGY
Jeremiah Francis
Director, Information Technology
Eliseo Dill
Information Technology Associate
ACCOUNTING & ANALYTICS
Gail Gateley
Director, Accounting
Samantha Fairbairn
Accounting & Analytics Associate
