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Tyson Coleman

Case Design Specialist

Nicole Fanelli

Marketing Director

Jasmine Echols

Senior Graphic Designer

Josef Vargas

Email Developer

Scott Drake

Vice President of Client Acquisition

Geoff Warren

Director Of Key Accounts

Chad Vanzutphen

Account Manager

Kara Malone

Client Services

Lauren Edwards

Senior Account Manager

Monika Hunsinger

Senior Accountant

Karan Holtz

Office Manager

Pel Abbott

Director Of Content Development

Jacquie Masoud

Finance Manager

Colton Cangley

VP Of Advisor Development

Cooper Young

Director Of Business Development

William Harrigan

Director Of Business Development

Mattie Gomez

Director of Client Acquisition

Dani Ruggieri

Director Of Business Development

Drinan Gorney

General Counsel

Aj Wolfe

Vice President Of Advisor Development

Cameron Hollerbach

VP Of Advisor Development

Kyle Pesch

VP Of Advisor Development