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
Jami Wilson
Finance and Human Resources Officer
Eddie Mordujovich, JD
Chief Compliance Officer
Investment Team
Brandon Hord
Investment Analyst
Client Service Team
Alison Mathena
Director of Investment Accounts
Hartley Carlson
Investment Accounts Analyst
Adam Varnedoe
Director of Client Services
David Mejia
Client Services Consultant
Support Team
Carly Labrada
Systems & Software Coordinator
Kasey Nelson
Operations Analyst
Danielle Marsh
Executive Assistant
Bridgette Michaud
Partner Relations Coordinator
Stephanie Torres
Operations Specialist
Casey Anderson
Financial Services Specialist
Monica Anderson
Marketing Specialist