Contacts

Sales

john-imming
John Imming

VP of Wealth Management

ryan-vande-velde
Ryan Vande Velde

Relationship Manager

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

Relationship Manager

jesse-filburn
Jesse Filburn

Technology Support Consultant

Marketing

racheal-chico
Rachael Chico

Director of Marketing

Gates GlasselAEWM
Gates Glassel

Wealth Production Artist

Operations

leslie-penka
Leslie Penka

Operations Lead

dan-colclasure
Dan Colclasure

Transition Manager

TRANSITION TEAM

brett-broxterman
Brett Broxterman

Transition Consultant

chelsea-walter
Chelsea Walter

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

gab
Gabriela Nioce

Processing Specialist

tricia-deedrick-2
Tricia Deedrick

Workflow Coordinator

cathy-goodman
Cathy Goodman

Processing Specialist

lacey-baldwin
Lacey Baldwin

NIGO Review Specialist

justin-bailey
Justin Bailey

Allocation Specialist

Athena Pierce-web
Athena Pierce

Processing Specialist

Teryll Watson-web
Teryll Watson

NIGO Review Specialist

Ben Sullivan-web
Ben Sullivan

Allocation Specialist

SERVICE REPRESENTATIVE

Maggie-Thompson-web
Maggie Thompson

Phone Team Lead

Ashley Haskell-web
Ashley Haskell

Advisor Service Representative

Jessica-Spencer-2
Jessica Spencer

Advisor Service Representative

alicia-ortiz-lilly
Alicia Ortiz-Lilly

Advisor Service Representative

mason-hurla
Mason Hurla

Advisor Service Representative

conner-beck
Conner Beck

Advisor Service Representative

Supervision

caleb
Caleb Crook

Chief Compliance Officer

jp
JP Rankin

Regulatory Counsel

jennifer-flott
Jennifer Flott

Compliance Examiner

kylie-mason
Kylie Mason

Supervision Specialist

AnnaStadel
Anna Stadel

Licensing & Registration Specialist

mark-harper
Mark Harper

Supervision Specialist

alana-palmer-3
Alana Palmer

Licensing & Registration Specialist