Your Team

Wealth Advisors

Chris Schuler

MBA, CFP®
Wealth Advisor, Partner

Jeremy Weller

CFP®, CRPC®
Wealth Advisor, Partner

Stephanie Lee

CFP®
Wealth Advisor, Partner

Doug Gjerde

MBA, CFP®
Managing Partner, Wealth Advisor

Nic Veras

Wealth Advisor

Client Services

Ian Hayward

FPQP®
Operations Manager

Alicia Van Lanen

FPQP®
Relationship Manager

Michael Kokjohn

Client Experience Coordinator

Investments

Ryan Detrick

CMT®
Chief Market Strategist

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

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Director, Wealth Planning

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Sr. Wealth Planner