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
Brandon Hord
Senior Investment Analyst
Client Service Team
Alison Mathena
Director of Investment Accounts
Hartley Carlson
Investment Accounts Analyst
Adam Varnedoe
Director of Client Services
Jordan Harriz
Client Service Associate
Support Team
Carly Labrada
Systems & Software Coordinator
Kasey Nelson
Operations Analyst
Julie Tinnemeyer
Executive Assistant
Stephanie Torres
Operations Specialist
Thalia Mendez
Client Liaison/Corporate Scheduler
Hiring Now
Marketing & Communications Specialist