Danielle Ashbrook

Danielle Ashbrook

Portfolio Team Coordinator
785

Carolyn Bates

Receptionist
Dan Bush

Dan Bush

Data Management Specialist
Kristi Carte

Kristi Carte

Data Management Specialist
Jason Collins

Jason Collins

IT Support Specialist
Janie Dreher

Janie Dreher

Administrative Specialist
193

Brett Foreman

Data Management Specialist
Nolan Gladieux, CFA

Nolan Gladieux, CFA

Portfolio Analyst
Callan Hash

Callan Hash

Executive Administrator
189

Ellie Heneman

Wealth Management Administrator
Jamaal Henry

Jamaal Henry

Wealth Management Administrator
Madeline Hobbs

Madeline Hobbs, CFP® 

Wealth Management Administrator
Josh Iles

Josh Iles

IT Manager
674

Brian Jack

Vice President, Director of Operations
Kasey Keith

Kasey Keith

Wealth Management Administrator
Rachel Manns

Rachel Manns

Client Services Specialist
Terry Needles

Terry Needles

Human Resources Representative
Tracie Patten

Tracie Patten

Senior Director - Marketing, Communications & 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
Christopher Snyder

Christopher Snyder

IM Portfolio Administrator
Arnold Spikes

Arnold Spikes

Data Management Specialist
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
Bob Williams

Bob Williams

Client Services Specialist
Scroll to Top