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


Eddie Mordujovich, JD
Chief Compliance Officer
Investment Team


Brandon Hord
Investment Analyst
Client Service Team


Alison Mathena
Director of Investment Accounts


Hartley Carlson
Investment Accounts Analyst


Adam Varnedoe
Director of Client Services


David Mejia
Retirement Plan Advisor
Support Team


Carly Labrada
Systems & Software Coordinator


Kasey Nelson
Operations Analyst


Danielle Marsh
Executive Assistant


Bridgette Michaud
Partner Relations Coordinator


Stephanie Torres
Operations Specialist


Casey Anderson
Financial Services Specialist


Monica Anderson
Marketing Specialist