your team
Our Leadership Team
David Wood
Founder & Chief Visionary Officer
Eric Hall
Founder & President
OPERATIONS
Getting It Done
Jill Batley
Chief Compliance Officer
Bailey Sutherland
Chief Growth Officer
Ana Camara
Director of Operations
John Johnson
Chief Strategy Officer
Kristyn Alexson
Premier Advisor Support
Todd Kuen
Director of Technology, Training and Support
Sue Walsh
Senior Business Analyst
Jessica Dontje, FPQP®
Financial Paraplanner
Craig Glueck, FPQP®
Financial Paraplanner
Matthew Grohicki, APMA®
Advisor Support
Alana Williams
Advisor Support
Joel W. Milam
LPL Licensed Administrative Assistant
Rebecca Mello
Advisor Support
Sam Gilmour
Advisor Support
Morgan Wood
Advisor Support
Tricia Hoffman
Advisor Support
Nancy Parker
Advisor Support
Dara Fogg
LPL Licensed Financial Assistant
Ashley Scribner
Financial Assistant
Naila Abad
Financial Assistant
Calypso
Furnancial Advisor
Maia
Chief Barketing Manager
Hayden
Office Mutterials Associate
MARKETING
Making It Happen
Sydney Hebert
Director of Opportunities
Michael Kitzman
Director of Talent Acquisition
Faith Zeller
Director of Digital Strategy
Chris Magnifico
Marketing Manager
Silvi Weatherill
Chief Experience Officer
Kit Kerekes
Director of Social Media
Moriah Grohicki
Director of First Impressions
