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Managing Directors
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Nathan Harshman
Senior Equity & Derivatives Trader
Audrey Bruch
Chief Compliance Officer & Director of Risk Management & Oversight
Jim McMahon
Senior Vice President—Investments
Peter Bjelopetrovich
Vice President—Business Development
Tiffany VanHook
Vice President—Wealth Manager
Kat Harper
Vice President, Operations
Christy Jordan
National Business Development Director
Angie Reecer
Director of Client Operations
Sheldon Hirst
Controller
Edward Humphreys II
Senior Portfolio Manager
Tom Kaiser
Research Analyst & Portfolio Manager
Wally Taggart
Portfolio Manager
Teri Kane
Administrative Coordinator
Deb Mcculley
Administrative Coordinator
Jennifer Quinnell
Administrative Coordinator
Susan Williams
Administrative Coordinator
Jared Lee
Portfolio Consultant
Michelle Reddick
Portfolio Consultant
Mark Vandygriff
Portfolio Consultant
Libby Neidlinger
New Account Specialist
Ben Widders
Vice President
Samantha Pezzute
Vice President - Client Solutions
