Meet Our Staff
Adam Charles
VP, Technology
Ashley Goluba
Project Manager
Blake Rhodes, CFP®, AIF®
Director of Financial Planning
Brittney Valdez
Controller
Daniel Driver
Financial Advisor
Daryl Smith
Lead Retirement Plan Specialist
Dennis Bielik, CFA®, FRM
Managing Director
Edgar Ortiz
Retirement Plan Specialist
Eric Light
Portfolio Manager
Garrett Adams
Financial Advisor
Garrett Pittman
VP, Institutional Investments
Hillary Poole
VP, Sales Development
Jesus Alvarado
Retirement Plan Specialist
John Fowler
Retirement Plan Specialist
Kelli Hanson
Assistant VP, Client Relations
Macy Dunegan
Retirement Plan Specialist
Mark Essenfeld, CFP®
Financial Planner
Mason Moses
Investment Advisor
Matt Escalante
Director, Institutional Investment Initiatives
Melissa Kirk
VP, Operations
Michael Matthews
Office Manager
Nic Hauptmann
Retirement Plan Specialist
Rey Cepeda
Marketing Manager
Robert Hinds
Investment Associate
Sherry Russell
Retirement Plan Specialist
Steve Orta
Managing Director