Meet Our Team of Professionals
Providing exemplary service to our clients is our number one priority. We know how important it is for you to feel comfortable asking questions, understanding your finances and making changes as your life evolves. As a result, we employ a staff of professionals who are committed to serving you.
Rest easy knowing we have you covered but if you ever need us we are here to help.
Management Team
Bob Eberhard, FLMI®, SPHR®
Chief Operating Officer/Chief Compliance Officer
Jami Wilson
Finance and Human Resources Officer
Jessica Sacks
Operations Officer
Client Service Team
Alison Mathena
Director of Investment Accounts
Hartley Carlson
Investment Accounts Analyst
Alyssa Pennell
Client Liaison/Corporate Scheduler
Adam Varnedoe
Client Relationship Director
David Mejia
Client Relationship Consultant
Brent Boyd, CFP®
Director of Insurance
Support Team
Eddie Mordujovich, JD
Compliance Officer
Carly Labrada
Systems & Software Coordinator
Kasey Nelson
Operations Analyst
Bridgette Michaud
Partner Relations Coordinator
Stephanie Torres
Operations Specialist
Casey Anderson
Financial Services Specialist
Monica Anderson
Marketing Specialist
Investment Team
Ben Doty, CFA®
Senior Investment Director
Chandler Norder
Senior Investment Analyst
Brandon Hord
Investment Analyst