COMPANY OVERVIEW

Meet Our Team

EXECUTIVES


 

Gary Campbell

Founder, Chief Strategy Officer

Angela Vlach

President and Chief Executive Officer

BUSINESS DEVELOPMENT


 

Elvis Medica

SVP, Business Development

Cathy Fenimore

Business Development Consultant

Sieg Johnson

Portfolio Assistant

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

Christina Aguilar

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

Colleen McGuire

Accounting & Analytics Associate

EXECUTIVE ASSISTANT


 

Maria Edwards

Executive Assistant

BRANCH DEVELOPMENT


 

Soliman Popal

VP, Branch Development

Joshua Larson

Recruiting Specialist

MARKETING


 

April Smith

Director, Marketing

Sara Forgey

Marketing Coordinator

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