Professional Staff

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

BobEberhard

Bob Eberhard, FLMI®, SPHR®

Chief Operating Officer/Chief Compliance Officer
Jami-Wilson

Jami Wilson

Business Manager

Client Service Team

Katie Nentwick (3)

Katie Nentwick

Director of Insurance
AlisonMathena

Alison Mathena

Director of Investment Accounts
Adam-Varnedoe

Adam Varnedoe

Client Relationship Director
JessicaSacks

Jessica Sacks

Operations Consultant
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David Mejia

Client Relationship Consultant
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Valencia Wells

Client Liaison/Corporate Scheduler
CarlyLabrada

Carly Labrada

Systems & Software Coordinator
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Stephanie Torres

Operations Specialist

Investment Team

BenDoty

Ben Doty, CFA®

Senior Investment Director
Chandler-Norder

Chandler Norder

Investment Analyst
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Brandon Hord

Investment Operations Analyst

Support Team

Julie-Wilson

Julie Tinnemeyer

Executive Assistant to Managing Partners

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.