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

Bob Eberhard, FLMI®, SPHR®
Chief Operating Officer/Chief Compliance Officer

Jami Wilson
Finance and Human Resources Officer

Jessica Sacks
Operations Officer
Client Service Team

Alison Mathena
Director of Investment Accounts

Adam Varnedoe
Client Relationship Director

David Mejia
Client Relationship Consultant

Stephanie Torres
Operations Specialist

Carly Labrada
Systems & Software Coordinator

Hartley Carlson
Operations Analyst

Valencia Wells
Client Liaison/Corporate Scheduler
Investment Team

Ben Doty, CFA®
Senior Investment Director

Chandler Norder
Investment Analyst

Brandon Hord
Investment Analyst
Support Team

Eddie Mordujovich, JD
Compliance Officer

Bridgette Michaud
Partner Relations Coordinator