Contacts

Sales

nick-schilling-sm
Nick Schilling

Chief Distribution Officer

racheal-chico
Rachael Chico

Director of Marketing

john-imming
John Imming

VP of Wealth Management

ryan-vande-velde
Ryan Vande Velde

Relationship Manager

David Vaughn-web
David Vaughn

VP of Wealth Management

dane
Dane Brinker

Relationship Manager

kirk-stewart
Kirk Stewart

VP of Wealth Management

brandon-moser
Brandon Moser

Relationship Manager

jesse-filburn
Jesse Filburn

Technology Support Consultant

alexis-burchett
Alexis Burchett

Relationship Manager

Kevin Thornton-web
Kevin Thornton

VP of Wealth Management

Operations

leslie-penka
Leslie Penka

Operations Lead

ashley-lannan
Ashley Lannan

Operations Project Manager

TRANSITION TEAM

dan-colclasure
Dan Colclasure

Transition Manager

Lisa-Becker-Web
Lisa Becker

Transition Consultant

Jared Payne-web
Jared Payne

Marketing Coordinator

brett-broxterman
Brett Broxterman

Transition Consultant

Angus Tucker-web
Angus Tucker

Transition Consultant

chelsea-walter
Chelsea Walter

Transition Consultant

erik-monhollon-web
Erik Monhollon

Transition Consultant

PROCESSING

cathy-goodman
Cathy Goodman

Processing Specialist

justin-bailey
Justin Bailey

Allocation Specialist

tricia-deedrick-2
Tricia Deedrick

Processing Specialist

mason-hurla
Mason Hurla

Workflow Coordinator

Athena Pierce-web
Athena Pierce

Processing Specialist

gab
Gabriela Nioce

WorkFlow Coordinator

NIGO REVIEW SPECIALIST

lacey-baldwin
Lacey Baldwin

NIGO Review Specialist

alicia-ortiz-lilly
Alicia Ortiz-Lilly

NIGO Review Specialist

Teryll Watson-web
Teryll Watson

NIGO Review Specialist

SERVICE REPRESENTATIVE

Jessica-Spencer-2
Jessica Spencer

Advisor Service Representative

Ashley Haskell-web
Ashley Haskell

Advisor Service Representative

Ben Sullivan-web
Ben Sullivan

Advisor Service Representative

Maggie-Thompson-web
Maggie Thompson

Advisor Service Representative

TJ Breese-web
TJ Breese

Advisor Service Representative

patrick-malone-4
Patrick Malone

Advisor Service Representative

Supervision

caleb
Caleb Crook

Chief Compliance Officer

jp
JP Rankin

Regulatory Counsel

kylie-mason
Kylie Mason

Supervision Specialist

jennifer-flott
Jennifer Flott

Compliance Examiner

alana-palmer-3
Alana Palmer

Licensing & Registration Specialist

mark-harper
Mark Harper

Supervision Specialist