Org chart
Dave Welling
Chief Executive Officer
Dave Welling
Collapse
Daniel Gourvitch
President
Loren Pierson
Chief Operating Officer
Donald Calcagni
Chief Investment Officer
Christine Cataldo
CTO & Digital Officer
Michael Henry
Vice President, Finance – Mergers & Acquisitions
Martine Lellis
Chief Talent and Administrative Officer
Kimberly Lorenz
Chief Compliance Officer
Gary Foodim
Chief Marketing Officer
Mathew Encino
VP, General Counsel
Jeremiah H. Barlow
EVP, Head of Family Wealth Services
Bryan Powers
Executive Vice President
Randy Magdaluyo
VP, M&A Program Management
Andrew Thompson
VP, Inside Sales
Jigisha Dahagam
VP, People & Culture
Eric Zehnder
Regional VP
Dominic Colletti
Regional Vice President
Lisa Goodman
Regional Vice President
Adam Deskins
Regional Vice President
Paul Barlow
Regional Vice President
Jake Wedemeyer
Regional Vice President & Wealth Advisor
Sam Hume
Regional Vice President & Wealth Advisor
Anna Apodaca
Regional Vice President, Wealth Advisor & Director
Kara Duckworth
Client Advisor and Managing Director of Client Experience
Matt Cook
Managing Director
Laura Combs
Managing Director
Ben Kautz
Executive Managing Director
Josh DeForest
Executive Managing Director
Kevin Jack
Managing Director
Nicholas Semko
Managing Director, M&A
Bill Berg
Senior Wealth Advisor
Will Mannon
Head of Sales
Jenna Elliott
Director of Estate Planning, Managing Attorney
Cathy Miller
Senior Wealth Advisor, Senior Director
Rick Henderson
Senior Wealth Advisor
Christopher Blackmon
Senior Wealth Advisor
David Krakauer
Director, Portfolio Management
Andy Farah
Director
Lori Fellows
Senior Retirement Plan Administrator Manager
Adam Frinsco
Financial Planner
Mark Eshman
Director of Foundations and Endowments Group, Senior Wealth Advisor
Kimberly Foss
Senior Wealth Advisor
Ian Hamre
Senior Wealth Advisor
Kristy Jordan
Senior Wealth Advisor
Bill Starnes
Senior Wealth Advisor
Scott Williams
Senior Wealth Advisor, Director
Art Haws
Senior Wealth Advisor, Director
W. Cam Goodwin
Senior Wealth Advisor, Director
Mark Cunningham
Senior Wealth Advisor, Director
Johannes Fure
Senior Wealth Advisor, Director
Brent Kerstetter
Senior Wealth Advisor, Director
Lauren Rosberg
Wealth Advisor
Noah Reichert
Wealth Advisor
Todd Sanford
Senior Wealth Advisor, Director
Alec Montoya
Wealth Advisor
