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

Business Manager

Jessica Sacks

Operations Officer

Client Service Team

Alison Mathena

Director of Investment Accounts

Adam Varnedoe

Client Relationship Director

David Mejia

Client Relationship Consultant

Stephanie Torres

Operations Specialist

Carly Labrada

Systems & Software Coordinator

Hartley Carlson

Operations Analyst

Valencia Wells

Client Liaison/Corporate Scheduler

Investment Team

Ben Doty, CFA®

Senior Investment Director

Chandler Norder

Investment Analyst

Brandon Hord

Investment Operations Analyst

Support Team

Eddie Mordujovich, JD

Compliance Officer

Bridgette Michaud

Partner Relations Coordinator

Sophia Brucker

Administrative Assistant

Take The First Step For Your Future

The first step is an initial consult with our team to answer any questions you may have. Please click the button below to contact us for your first meeting.