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

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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
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Brandon Hord

Senior Investment Analyst

Client Service Team

AlisonMathena

Alison Mathena

Director of Investment Accounts
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Hartley Carlson

Investment Accounts Analyst
Director of Insurance
Adam-Varnedoe

Adam Varnedoe

Director of Client Services
Retirement Plan Advisor

Jordan Harriz

Client Service Associate

Support Team

CarlyLabrada

Carly Labrada

Systems & Software Coordinator
Kasey Nelson

Kasey Nelson

Operations Analyst
Julie-Wilson

Julie Tinnemeyer

Executive Assistant
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Stephanie Torres

Operations Specialist
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Thalia Mendez

Client Liaison/Corporate Scheduler

Hiring Now

Marketing & Communications Specialist

Take The First Step For Your Future

The first step is an introductory consultation with our team to allow both parties to learn more about each other. Please click the button below to contact us for your first meeting.