Meet Our Staff

Adam Charles

Adam Charles

VP, Technology

Ashley Goluba

Ashley Goluba

Project Manager

Blake Rhodes, CFP®, AIF®

Blake Rhodes, CFP®, AIF®

Director of Financial Planning

Brittney Valdez

Brittney Valdez

Controller

Daryl Smith

Daryl Smith

Lead Retirement Plan Specialist

Dennis Bielik, CFA®, FRM

Dennis Bielik, CFA®, FRM

Managing Director

Edgar Ortiz

Edgar Ortiz

Retirement Plan Specialist

Eric Light

Eric Light

Portfolio Manager

Garrett Pittman

Garrett Pittman

VP, Institutional Investments

Hillary Poole

Hillary Poole

VP, Sales Development

Jesus Alvarado

Jesus Alvarado

Retirement Plan Specialist

John Fowler

John Fowler

Retirement Plan Specialist

Kelli Hanson

Kelli Hanson

Assistant VP, Client Relations

Kelsey Ellis

Kelsey Ellis

Marketing Specialist

Macy Dunegan

Macy Dunegan

Retirement Plan Specialist

Mark Essenfeld, CFP®

Mark Essenfeld, CFP®

Financial Planner

Mason Moses

Mason Moses

Investment Advisor

Matt Escalante

Matt Escalante

Director, Institutional Investment Initiatives

Melissa Kirk

Melissa Kirk

VP, Operations

Michael Matthews

Michael Matthews

Office Manager

Nic Hauptmann

Nic Hauptmann

Retirement Plan Specialist

Rey Cepeda

Rey Cepeda

Marketing Manager

Robert Hinds

Robert Hinds

Investment Associate

Sherry Russell

Sherry Russell

Retirement Plan Specialist

Steve Orta

Steve Orta

Managing Director