Meet the Team

Wealth Advisors

Mark Bain

ChFC®, CFS, BCM
Managing Director, Senior Wealth Advisor

Denise Talbert

Wealth Advisor

Kayla Oliver

CFP®
Wealth Advisor

Jared Oliver

Associate Wealth Advisor

Client Services

Nick Rodgers

Director of Client Services

Jennifer Tinseth

Relationship Manager

Linda Walker

Relationship Manager

Kurt Beachy

Relationship Manager

Operations

Karen Bain

Director of Operations

Julie Petterson-Chinburg

Director of First Impressions

Jenni Saldivar

Tech Manager and Marketing Coordinator

Jenn Bentz

Director of Marketing and Events

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU ®, ChFC®, CEPA®
Director, Wealth Planning

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Sr. Wealth Planner