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

Adam Varnedoe

Director of Client Services

David Mejia

Retirement Plan Advisor
Director of Insurance

Support Team


Carly Labrada

Systems & Software Coordinator
Kasey Nelson

Kasey Nelson

Operations Analyst

Danielle Marsh

Executive Assistant

Bridgette Michaud

Partner Relations Coordinator

Stephanie Torres

Operations Specialist

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.