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

Brandon Hord

Senior 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
Kasey Nelson

Kasey Nelson

Operations Analyst

Julie Tinnemeyer

Executive Assistant

Stephanie Torres

Operations Specialist

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.