Meet Our Team of Professionals

Providing exemplary service to our clients is our number one priority. We know how important it is for you to feel comfortable asking questions, understanding your finances and making changes as your life evolves. As a result, we employ a staff of professionals who are committed to serving you.

Rest easy knowing we have you covered but if you ever need us we are here to help.

Management Team

Eddie Mordujovich, JD

Chief Compliance Officer

Jami Wilson, SHRM-CP®

Finance and Human Resources Officer

Jessica Sacks, CFP®

Operations Officer

Investment Team

Ben Doty, CFA®

Managing Director of Investments

Chandler Norder, CFA®

Senior Investment Analyst

Brandon Hord

Investment Analyst

Client Service Team

Alison Mathena

Director of Investment Accounts

Hartley Carlson

Investment Accounts Analyst

Brent Boyd, CFP®

Director of Insurance

Adam Varnedoe

Director of Client Services

David Mejia, CPFA®

Retirement Plan Advisor

Jordan Harriz

Client Service Associate

Support Team

Carly Labrada

Systems & Software Coordinator

Stephanie Torres

Operations Specialist

Kasey Nelson

Operations Analyst

Danielle Marsh

Executive Assistant

Thalia Mendez

Client Liaison/Corporate Scheduler

Monica Anderson

Marketing Specialist

Take The First Step For Your Future

The first step is an initial consult with our team to answer any questions you may have. Please click the button below to contact us for your first meeting.