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David Wieland
Founder & CEO
David Wieland
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David Dahill
Co-Founder & CFO
Scott Spencer
CEO & COO, Realized Financial
Stephanie Elliott
President
Trey Robinson
Chief Marketing Officer
Drew Reynolds
Chief Investment Officer
Dan Bitman
Chief Technology Officer
Pat Jancsy
Chief Revenue Officer
Jon Zacharias
Product Manager
Lisa Bember
Compliance Officer
Priscilla Rodriguez
Private Client Associate
Sara Berry
Private Client Associate
Brianna Gieselman
Associate Vice President, Wealth Management
Robert Cobean
VP, Research
Mike Austin
Salesforce Administrator & Technical Support Analyst
