Our Team

  • Mark Berndt

    Compliance Officer

  • Lori Fuerstenburg

    Chief Compliance Officer

  • Teanna Anderson

    Operations Specialist

  • Jordon Colbrook

  • Michelle Hancock

    Director of Operations

  • Collin Kupish

    Operations Specialist

  • Eric Lewis

    Senior Operations Principal

  • Matt Pladers

    Advisory & Operations Associate

  • Julie Hovis

    Director of Marketing, Events & Communication

  • Lori A. Kidd


  • Ian Rhode, CPA

    Chief Financial Officer

  • Mary Yeager