Jami Chapman
Chief Operating Officer & Chief Technology Officer
Jeff Elvander, CFA
Chief Investment Officer
Jesse Taylor
Sr. Vice President, Business Development
Director, Business Development
Maria Salb
Assistant Vice President, Customer Service
Martin Graham
Sr. Marketing Manager
Cesar Robles
Graphic Designer
Ashley Passow
Sr. Marketing Specialist
Melody Ravanipour
Marketing Specialist
Megan Espinosa
Sr. Marketing Coordinator
Kristy Smith
Systems Data Manager
Nancy Puentes
Sr. Systems Data Coordinator
Penny St. Cyr
Systems Data Analyst
Lisa Carcamo
Systems Data Coordinator
Staci Davies
Systems Data Coordinator
Drew Shaughnessy, CFA
Sr. Investment Analyst
Janette Oh
Sr. Investment Coordinator
Christian Cardenas
RFP Systems Manager
Elizabeth Kraemer
Systems Development Project Manager
Michael Feldman
Sr. Systems Development Coordinator
Shaline Mallari
Systems Development Coordinator
Melissa Ottele
Systems Development Coordinator
Da'Ron Jennings
Business Development Representative
Lea Garrison
Strategic Partner Relationships
Carlos Penaloza
Relationship Manager
Alexis Patenaude
Advisor Service Trainer
Brandon Corbitt
Advisor Service Trainer
Matt Frankis
Advisor Service Trainer
Nikolas Alexander
Sr. Advisor Service Associate
Brooke Visagie
Advisor Service Associate
Jasmine Lambert
Advisor Service Associate
Michael Cleofe
Advisor Service Associate
Candice Velasquez
Advisor Service Associate
Destiny Ray
Advisor Service Associate
Raven O'dell
Advisor Service Associate
Christina Wellman
Sr. Service Coordinator
Ashley Valdez-Pham
Service Coordinator
Brittany Holt
Operations Coordinator
Selena Martinez
Operations Coordinator
Kristen Betke
Operations Coordinator