COMPANY OVERVIEW
Meet Our TeamEXECUTIVE TEAM
Gary Campbell
Founder, Chief Strategy Officer
Angela Vlach
President, Chief Executive Officer
Doug Whittle
Executive VP, Chief Compliance Officer
EXECUTIVE SUPPORT
GROWTH TEAM
Soliman Popal
Sr. VP, Business Development
Joshua Larson
Business Development Associate
Kristy Vetter
Marketing Manager
Sara Forgey
Marketing Coordinator
Timothy Goering
Business Consultant
Brian Fields
Business Consultant
Heather Pratt
Business Consultant
Darren Crow
Business Consultant
Ron Mendoza
Business Consultant
Sieg Johnson
Director, Portfolio Operations
Rease Morin
Portfolio Associate/Para Planner
Nam Nguyen
Trading Operations Associate
Ryan Zimmerman
Trading Operations Associate
Drew Gremel
Trading Operations Associate
COMPLIANCE & OPERATIONS
Molly Semingson
Associate Director, Compliance & Operations
Terry Cleman
Sr. Compliance Officer
Reza Dekhani
Sr. Compliance Officer
Andrew Boerens
Compliance Officer
Sydney Burrows
Compliance and Operations Associate
Kerry Prichard
Director, Client Experience
Tim Jones
Manager, Operations
Taryn Weiks
Associate Director, Client Care
Matt Lazaras
Financial Planner
Austin Couey
Billings & Operations Specialist
Aaron Castonguay
Client Care Specialist
Alisa Van Frank
Client Care Specialist
Geneva Foster
Client Care Specialist
Katy Cox
Client Care Specialist
KayLi Watness
Client Care Specialist
Melissa Buttafoco
Client Care Specialist
Ryan Sundberg
Client Care Specialist
Sarina Young
Client Care Specialist
Simona Shevling
Client Care Specialist
Summer Bliss
Client Care Specialist
INFORMATION TECHNOLOGY
FINANCE
