Your Team

Wealth Advisors

Nicholas Gertsema

CFP®, ChFC®, RICP®, AIF®
CEO & Wealth Advisor

Cristina Wiebelt-Smith

CPA, RICP®
Wealth Advisor

Scott Keegan

CFP®, ChFC®
Chief Operating Officer/Wealth Advisor

Jaymon Meikle

CFP®, ChFC®, RICP®
Wealth Advisor

Operations

Jackie Heater

Director of Client Relations

Meghan Smith

Director of First Impressions/Operations Assistant

Sonia Taylor

Operations Associate

Taylor Riggs

Director of Marketing

Andrew Spitzer-Fox

Paraplanner

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kaleigh Sanders

Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Mike Valenti

CPA, CFP®
Vice President, Tax & Financial Planning

Scott Berryman

Director, Trust Solutions

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Thomas Resner

Director, Retirement Operations

Tom Mullen

Senior Tax Planner