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
Senior Investment Analyst

Client Service Team


Alison Mathena

Director of Investment Accounts
Director of Insurance

Jordan Harriz

Client Service Associate

Adam Varnedoe

Director of Client Services
Retirement Plan Advisor
Financial Services Consultant

Support Team


Carly Labrada

Director of Information Security
Kasey Nelson

Kasey Nelson

Operations Specialist

Julie Tinnemeyer

Executive Assistant
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Emily Lusk

Marketing and Communications Coordinator

Stephanie Torres

Compliance and Operations Coordinator

Thalia Mendez

Operations Analyst
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Kristen Fogel

Executive Assistant
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Britt Mejia

Client Liaison and Corporate Scheduler

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.