Your Team

Team Members

Ross Lawrence

AIF®, CEPA
President, Wealth Advisor

Shannon Herrell

CFP®
Wealth Planner

Greg Villagomez

Associate Wealth Advisor

Emily Dimond

Business Support Specialist

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Vishnu Lekraj

Co-Portfolio Manager

Josh Russell

CFA®
Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Shane Weaver

Director of Operations

Paul Ganow

Financial Professional

Research Department

Brett Carson

CFA®
Director of Research

Jake Bleicher

CFA®
Co-Portfolio Manager

Kellie L. Duffy

Senior Trade Operations Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Senior Trade Support Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Sarah Duey

JD, CTFA, CAP®, AEP®
Vice President, Trust Services

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Ryan Yamada

CFP®
Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner