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

Chief Operating Officer
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Jami Wilson

Finance and Human Resources Officer
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Eddie Mordujovich, JD

Chief Compliance Officer
Operations Officer

Investment Team

Managing Director of Investments
Senior Investment Analyst
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Brandon Hord

Investment Analyst

Client Service Team

AlisonMathena

Alison Mathena

Director of Investment Accounts
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Hartley Carlson

Investment Accounts Analyst
Adam-Varnedoe

Adam Varnedoe

Director of Client Services
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David Mejia

Client Services Consultant
Director of Insurance

Support Team

CarlyLabrada

Carly Labrada

Systems & Software Coordinator
Kasey Nelson

Kasey Nelson

Operations Analyst
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Danielle Marsh

Executive Assistant
Bridgette

Bridgette Michaud

Partner Relations Coordinator
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Stephanie Torres

Operations Specialist
Casey

Casey Anderson

Financial Services Specialist
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Monica Anderson

Marketing Specialist

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.