COMPANY OVERVIEW

Meet Our Team
EXECUTIVE TEAM

Gary Campbell

Founder, Chief Strategy Officer

Angela Vlach

President, Chief Executive Officer

Elvis Medica

Executive VP, Chief Growth Officer

Doug Whittle

Executive VP, Chief Compliance Officer

Maria Edwards

Executive Admin
GROWTH TEAM
Business Development

Soliman Popal

VP, Business Development

Joshua Larson

Business Development Associate
Portfolio Management

Sieg Johnson

Director, Portfolio Operations

Rease Morin

Portfolio Associate/Para Planner
Marketing

Sara Forgey

Marketing Coordinator
Business Consulting

Cathy Fenimore

Business Consultant
COMPLIANCE & OPERATIONS

Heather Pratt

Director, Compliance & Operations

Terry Cleman

Compliance Officer

Christina Aguilar

Client Care Specialist

Melissa Buttafoco

Client Care Specialist

Molly Semingson

Sr. Manager, Compliance & Operations

Reza Dekhani

Compliance Officer

Geneva Foster

Client Care Specialist

Kelvin Lal

Client Care Specialist

Kerry Prichard

Director, Client Care

Taryn Weiks

Sr. Transitions Specialist

Kendra Vandervort

Client Care Specialist

Tim Jones

Manager, Operations

Sally Malone

Client Care Specialist

Summer Cycon

Client Care Specialist

Jill Lanzi

Compliance & Operations Coordinator

Matt Lazaras

Client Care Specialist

Sydney Burrows

Client Care Specialist
INFORMATION TECHNOLOGY

Jeremiah Francis

Director, Information Technology

Eliseo Dill

Information Technology Associate
FINANCE

Gail Gateley

Director, Accounting

Colleen McGuire

Accounting & Analytics Associate
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