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

Jake Bleicher

CFA®
Co-Portfolio Manager

Kevin Zlomke

Director of Trading

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, Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Kimberly Flynn

CFP®
Director, Wealth Planning

Scott Berryman

JD
Director, Trust Services

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Karl Strube

Senior Tax Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner