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

BobEberhard

Bob Eberhard, FLMI®, SPHR®

Chief Operating Officer/Chief Compliance Officer
Jami new

Jami Wilson

Finance and Human Resources Officer
JessicaSacks

Jessica Sacks

Operations Officer

Client Service Team

AlisonMathena

Alison Mathena

Director of Investment Accounts
Adam-Varnedoe

Adam Varnedoe

Client Relationship Director
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David Mejia

Client Relationship Consultant
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Stephanie Torres

Operations Specialist
CarlyLabrada

Carly Labrada

Systems & Software Coordinator
Hartley (1)

Hartley Carlson

Operations Analyst
BrentBoyd

Brent Boyd

Director of Insurance

Investment Team

BenDoty

Ben Doty, CFA®

Senior Investment Director
Chandler-Norder

Chandler Norder

Senior Investment Analyst
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Brandon Hord

Investment Analyst

Support Team

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Eddie Mordujovich, JD

Compliance Officer
Bridgette

Bridgette Michaud

Partner Relations Coordinator

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.