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MEET OUR

Leadership Team

Scott Hauptmann

Scott Hauptmann

President

Melissa Kirk

Chief Operating Officer

John Pesce

Executive Vice President

Chris Jamail, CFP®

Executive Vice President

Scott Hauptmann

Mike Cochran

Chairman

Dennis Bielik, CFA®, CFP®, FRM®

Executive Vice President

Brittney Valdez

Vice President, Accounting

Ryan Swayze

Chief Technology Officer

Steve Orta

Managing Director

Fiduciary Financial Advisor

Matt Escalante, CFP®

Senior Vice President

Mason Moses

Head of Consulting

Sandy Stauffer

Senior Vice President of Business Development

Eric Light

Director of Investments and Trading

Garrett Adams, MBA, M.Jur, CEPA, EA

Vice President

Scott Hauptmann

Lauren Baddeloo, QKA

Senior Vice President, Operations

Rey Cepeda

Marketing Director

Meet the rest of the team