Share

Team

Our Team

Eric Patterson

CHIEF INVESTMENT OFFICER

Andre Huaman

MANAGING PARTNER

Will Martin, CFA

CHIEF INVESTMENT STRATEGIST

Jeff Larsen

DIRECTOR OF RETIREMENT PLAN SERVICES

Jenny Forrest

DIRECTOR OF PRIVATE CLIENT SERVICES

Marley Dickson

OPERATIONS MANAGER

Josh Scheibley

SENIOR RETIREMENT PLAN CONSULTANT

Logan Wiebusch

RETIREMENT CLIENT SERVICES ASSOCIATE

Chris Fisher

RETIREMENT PLAN ASSOCIATE

Sunkul Soni

SENIOR WEALTH MANAGER

Steve Stroud

SENIOR WEALTH MANAGER

Zach Kerr

SENIOR WEALTH MANAGER

Dean Somes

SENIOR WEALTH MANAGER

Katelyn Grubb

OPERATIONS COORDINATOR

Connor Delfelder

OPERATIONS COORDINATOR

Liz Boaz

CLIENT SERVICE ASSOCIATE