Your Team

Wealth Advisors

Hal Otey

CFP®, ChFC
Founder, Owner & Wealth Advisor

Richard Hull

Wealth Advisor

Team Members

Somer Taylor

Director of Client Services

Ashlee Owen

Director of First Impressions

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Sonu Varghese

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Mike Lawrence

CFA®
Portfolio Manager

Josh Russell

CFA®
Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Shane Weaver

Director of Operations

Paul Ganow

Financial Professional

Research Department

Brett Carson

CFA®
Director of Research

Jordan Pieper

Trading Specialist

Kaleigh Sanders

Trading Operations Analyst

Kellie L. Duffy

Senior Trade Operations Analyst

Matthew (Matt) Smith

Senior Trader

Drew Reisdorff

Senior Trader

Todd Knott

Senior Institutional Trader

Jake Bleicher

CFA®
Co-Portfolio Manager

Kevin Zlomke

Director of Trading

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