Your Team

Wealth Advisors

Nicholas Gertsema

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

Mike Gertsema

Senior Wealth Advisor

Cristina Wiebelt-Smith

CPA
Wealth Advisor

Scott Keegan

Chief Operating Officer/Associate Wealth Advisor

Jaymon Meikle

CFP®
Wealth Advisor

Operations

Caleb Brond

Paraplanner

Jackie Heater

Director of Client Relations

Meghan Smith

Director of First Impressions/Operations Assistant

Taylor Riggs

Director of Marketing

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Research Department

Brett Carson

CFA®
Director of Research

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Michael Gruidel

Wealth Planner

Jody Jackson

FPQP™
Paraplanner