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

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Eddie Mordujovich, JD

Chief Compliance Officer
Finance and Human Resources Officer
Operations Officer

Investment Team

Managing Director of Investments
Senior Investment Analyst

Brandon Hord

Investment Analyst

Client Service Team


Alison Mathena

Director of Investment Accounts
Hartley (1)

Hartley Carlson

Investment Accounts Analyst
Director of Insurance

Adam Varnedoe

Director of Client Services
Retirement Plan Advisor

Jordan Harriz

Client Service Associate

Support Team


Carly Labrada

Systems & Software Coordinator

Stephanie Torres

Operations Specialist
Kasey Nelson

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.