Your Team

Executives

Richard Robie

Founder/President and Wealth Advisor

Jeff Fattig

CFP®, PPC™

Wealth Advisor

Operations

Ivonne Montealegre

Client Relationship Manager

Rene Vielmas

Client Service Associate/Assistant

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM

Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Mike Lawrence

CFA®

Portfolio Manager

Research Department

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®

Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Partner, Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Kimberly Flynn

CFP®

Director, Wealth Planning

Scott Berryman

Director, Trust Services

Mike Valenti