Your Team

Operations

Erin Ebert

Client Engagement Coordinator

Monica Kurburksy

Operations Support

Mary Schmidt

Relationship Manager

Donna Smith

Operations Manager

Sharon Syester

Director of Operations

Advanced Solutions Team

Jamie Hopkins

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

Jody Jackson

FPQP™
Paraplanner

Michael Gruidel

Paraplanner

Ryan Yamada

CFP®
Planner

Beth Schanou

JD
Senior Wealth Planner

Patrick Carter

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Matt Lewis

Vice President, Insurance

Sarah Duey

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

Erin Wood

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

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

Josh Russell

CFA®
Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Shane Weaver

Director of Operations

Research Department

Brett Carson

CFA®
Director of Research

Jordan Pieper

Trading Specialist

Kaleigh Sanders

Trading Operations Analyst

Kellie L. Duffy

Senior Trade Operations Analyst

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Todd Knott

Senior Institutional Trader

Jake Bleicher

CFA®
Co-Portfolio Manager

Kevin Zlomke

Director of Trading