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.
Administration Team
Bob Eberhard, FLMI®, SPHR®
Chief Operating Officer/Chief Compliance Officer
Jami Wilson
Business Manager
Client Service Team
Sandra Carlton
Client Relations Liaison/Corporate Scheduler
Alison Mathena
Director of Investment Accounts
Adam Varnedoe
Client Relationship Director
Kyle McKinley
Financial Services Consultant
Jessica Sacks
Operations Consultant
Carly Labrada
Operations Specialist
Investment Team
Ben Doty, CFA®
Senior Investment Director
Elayna Barrison
Investment Analyst
Chandler Norder
Investment Analyst
Support Team
Julie Tinnemeyer
Executive Assistant to Managing Partners
Nancy McCarroll
Executive Assistant to Managing Partners