Kiersten Adling
- Operations
Our Family
Before we get to know your family, come get to know ours. You’ll find our expertise is as diverse as our portfolios.
Kellianne Barrow
- Associate
Mark Berryman
- Managing Director, Impact Investments
Emily Blue, CFA
- Head of Corporate Development
Casey Broderick
- Junior Investment Associate
Gregory Brown
- Co-Chief Executive Officer
Sam Crume
- Senior Associate
Jennifer Couch
- Marketing Director
Garrett Dinsmore
- Associate Director of Real Assets
Bryan Eckman
- Senior Associate & Director of Associate Development
Lauren Fereday
- Marketing Coordinator
Nicole Fields
- Client Experience
Nick Flores
- Managing Director, Client Advisor
Katya Gastelum
- Client Experience
William Gilbert Jr.
- Co-Chief Executive Officer
Laura Greenig
- Client Experience
Chase Grossman
- Data Reconciliation Analyst
JJ Gryniuk, CFA
- Investment Associate
Jeff Gumeson, CFA
- Managing Director, Client Advisor
Mark Gustafson, CFA
- Managing Director
Jessica Haberman
- Director of Compliance
Natalie Holm, CFA
- VP, Client Advisor
Makayla Jamison
- Marketing Strategist
Erik Jensen, CFP
- Client Advisor
Jefferson Jewell, Esq.
- Managing Director, Chief Operating Officer, Chief Compliance Officer
Christa Kunick
- Junior Investment Associate
Adrienne Martain Black
- Client Advisor
Jaslynn Marquez
- Client Experience
Greg Mech
- Managing Director, Client Advisor
Will Mech
- Junior Investment Associate
Abby Merrill
- Client Experience
Glenn Michael
- Chief Financial Officer
Dallas Mock
- Client Advisor
Michelle Mosey
- Billing Specialist
Jessica Muir, PHR
- Director of Human Resources
Drew Nordstrom
- Client Advisor
Nicki Northcott
- Client Advisor
Eric Osmundson
- Client Advisor
Andy Pazdan
- Director of Reporting Services
Richard Rock
- Chief Investment Officer
Elanna Romey
- Client Experience
Kellen Schmitz CFA, CPA
- Investment Research Associate
Kiersten Reynolds
- Junior Investment Associate
Matt Swanson
- Reporting Systems Lead
Sophie Whelchel
- Investment Associate
Dan Yeung, CFA
- Senior Associate
Julia Hela Zambataro
- Director of Client Experience