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 and are here to help.
Management Team
Eddie Mordujovich, JD
Chief Compliance Officer
Investment Team
Client Service Team
Alison Mathena
Director of Investment Accounts
Jordan Harriz
Client Service Associate
Adam Varnedoe
Director of Client Services
Support Team
Carly Labrada
Director of Information Security
Kasey Nelson
Operations Specialist
Julie Tinnemeyer
Executive Assistant
Emily Lusk
Marketing and Communications Coordinator
Stephanie Torres
Compliance and Operations Coordinator
Thalia Mendez
Operations Analyst
Kristen Fogel
Executive Assistant
Britt Mejia
Client Liaison and Corporate Scheduler