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
Bob Eberhard, FLMI®, SPHR®
Chief Operating Officer/Chief Compliance Officer
Jami Wilson
Business Manager
Client Service Team
Katie Nentwick
Director of Insurance
Alison Mathena
Director of Investment Accounts
Adam Varnedoe
Client Relationship Director
Jessica Sacks
Operations Consultant
David Mejia
Client Relationship Consultant
Valencia Wells
Client Liaison/Corporate Scheduler
Carly Labrada
Systems & Software Coordinator
Stephanie Torres
Operations Specialist
Investment Team
Ben Doty, CFA®
Senior Investment Director
Chandler Norder
Investment Analyst
Brandon Hord
Investment Operations Analyst
Support Team
Eddie Mordujovich
Compliance Officer
Julie Tinnemeyer
Executive Assistant to Managing Partners