Danielle Ashbrook

Danielle Ashbrook

Portfolio Team Coordinator
785

Carolyn Bates

Receptionist
Dan Bush

Dan Bush

Data Management Specialist
Jason Collins

Jason Collins

IT Support Specialist
Dewey_Nathaniel_WEB_$107$FP6_9749

Nate Dewey

Senior Staff Accountant
Callan Hash

Callan Hash

Executive Administrator
Janie Dreher

Janie Dreher

Administrative Specialist
189

Ellie Heneman

Wealth Management Administrator
193

Brett Foreman

Data Management Specialist
Jamaal Henry

Jamaal Henry

Wealth Management Administrator
Nolan Gladieux, CFA

Nolan Gladieux, CFA

Portfolio Analyst
Josh Iles

Josh Iles

IT Manager
674

Brian Jack

Vice President, Director of Operations
Kasey Keith

Kasey Keith

Wealth Management Administrator
261

Scott Lutz

Client Services Specialist
407

Kelsey Miller

Client Services Specialist
Terry Needles

Terry Needles

Human Resources Representative
263

Tracie Patten

Senior Director - Marketing & Brand
Grace Phillips

Grace Phillips

Wealth Management Administrator
Preza_Ari - FP6_6349

Ari Preza

Billing Specialist
Helena Rose

Helena Rose

Central Client Services
Chloe Rumpf

Chloe Rumpf

Business Process Manager
Jeffrey Suchy, CFP®

Jeffrey Suchy, CFP®

Portfolio Management Specialist
704

Karen Thompson, SPHR, SHRM-SCP

Director of Human Resources
Jennifer Toth

Jennifer Toth

Portfolio Administrator/Trader
Curtis Uhlenhake

Curtis Uhlenhake

Wealth Management Administrator
108

Lindzey Watson

Data Management Specialist
Bob Williams

Bob Williams

Client Services Specialist
262

Diane Zaitsev

Data Management Specialist
Scroll to Top