Contacts

Sales

john-imming
John Imming

VP of Wealth Management

ryan-vande-velde
Ryan Vande Velde

Director of Sales and Marketing

kirk-stewart
Kirk Stewart

VP of Wealth Management

alexis-burchett
Alexis Burchett

Relationship Manager

David Vaughn-web
David Vaughn

VP of Wealth Management

Kevin Thornton-web
Kevin Thornton

VP of Wealth Management

brandon-moser
Brandon Moser

Relationship Manager

dane
Dane Brinker

Director of Sales and Marketing

jesse-filburn
Jesse Filburn

Technology Support Consultant

patrick
Patrick Malone

Platform Specialist

Marketing

brie
Brie Parks

Director of Marketing

alana-palmer-3
Alana Palmer

Marketing Manager

Gates GlasselAEWM
Gates Glassel

Wealth Production Artist

Operations

dan-colclasure
Dan Colclasure

VP of Wealth Management Operations

michelle-fizer
Michelle Fizer

Director of Operations

TRANSITION TEAM

brett-broxterman
Brett Broxterman

Transition Consultant

Lisa-Becker-Web
Lisa Becker

Transition Consultant

Angus Tucker-web
Angus Tucker

Transition Consultant

erik-monhollon-web
Erik Monhollon

Transition Consultant

PROCESSING

TJ Breese-web
TJ Breese

Processing Team Lead

cassie
Cassie Downing

Processing Specialist

jennifer
Jennifer Brown

Processing Specialist

lacey-baldwin
Lacey Baldwin

NIGO Review Specialist

cathy-goodman
Cathy Goodman

Senior Processing Specialist

Grace Monroe
Grace Monroe

Processing Specialist

kim2
Kim Remp

Processing Specialist

Teryll Watson-web
Teryll Watson

NIGO Review Specialist

Athena Pierce-web
Athena Pierce

Processing Specialist

michelle
Michele Shively

Processing Specialist

danielle
Danielle DiMarzio

Processing Specialist

tricia-deedrick-2
Tricia Deedrick

Workflow Coordinator

SERVICE REPRESENTATIVE

Maggie-Thompson-web
Maggie Thompson

Phone Team Lead

mason-hurla
Mason Hurla

Advisor Service Representative

conner-beck
Conner Beck

Advisor Service Representative

Brandy Moore
Brandy Moore

Advisor Service Representative

kayla-o
Kayla Oniki

Advisor Service Representative

gab
Gabriela Nioce

Advisor Service Representative

brighton
Emily Brighton

Advisor Service Representative

Allocation Team

Ben Sullivan-web
Ben Sullivan

Advisor Model Analyst

justin-bailey
Justin Bailey

Allocation Specialist

Planning

lanar
Lana Rhodes

Planning Team Lead

scot
Scott Vande Velde

Planning Consultant

heidi
Heidi Kutscher

Planning Consultant

cindy
Cindy Glynn

Planning Consultant

bishop
Jared Bishop

Planning Consultant

Supervision

caleb
Caleb Crook

Chief Compliance Officer

roni
Roni Gordon-Campbell

Regulatory Counsel

jennifer-flott
Jennifer Flott

Compliance Examiner

mark-harper
Mark Harper

Compliance Examiner

kylie-mason
Kylie Mason

Senior Supervision Specialist

nikki
Nikki Ferguson

Supervision Specialist

AnnaStadel
Anna Stadel

Licensing & Registration Specialist

chelsea-walter
Chelsea Walter

Licensing & Registration Specialist