Org chart
Mark Quam
CEO & Founder
Mark Quam
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Casey Frazier
CIO & Founder
Brian Petersen
CFO & COO
Tim Fete
Chief Legal Officer
Jill Varner
Chief Compliance Officer
Dave Truex
Deputy CIO
Jake Mortell
National Director, Advisory Services
Dustin Rose
Director, Fund Financial Operations
Kelly McEwen
Director, Fund Financial Operations
Spencer Schomer
Director, Advisory Services, Eastern Region
Mike Miller
Director of Advisory Services, North Central Region
Josh Parrott
Director of Advisory Services, Southeast Region
Robert Atwell
Director of Advisory Services, South Central Region
Chris Devenney
Product Manager
Phil Eichhorn
Senior Investment Analyst
Kevin Nagy
Senior Portfolio Analyst
