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
Cesar Robles
Graphic Designer
Melody Ravanipour
Digital 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
Melissa Ottele
Systems Development Coordinator
Da'Ron Jennings
Business Development Representative
Lea Garrison
Strategic Partner Relationships
Carlos Penaloza
Relationship Manager
Alexis Patenaude
Solutions Engineer
Brooke Visagie
Solutions Engineer
Jasmine Lambert
Customer Success Onboarding Specialist
Summer Pech
Advisor Service Associate Team Lead
Brandon Corbitt
Advisor Service Trainer
Matt Frankis
Advisor Service Trainer
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
Kristen Betke
Operations Coordinator