Your Team

Executive Team

Joe Laux

CFP®, CPWA®, CEPA®
Chief Executive Officer, Managing Partner, Certified Private Wealth Advisor

Zachary Green

CEPA®
Chief Growth Officer, Private Wealth Advisor

Shanna Rivera

Director of Operations

Wealth Advisors

Joe Laux

CFP®, CPWA®, CEPA®
Chief Executive Officer, Managing Partner, Certified Private Wealth Advisor

Zachary Green

CEPA®
Chief Growth Officer, Private Wealth Advisor

Scott Hadley

Private Wealth Advisor

Pascal Kropf

CFP®
Private Wealth Advisor

Josh Hoag

Private Wealth Advisor

Ryan Thompson

CIMA®
Associate Wealth Advisor

Trey Stewart

Associate Wealth Advisor

Bryan Webb

Associate Wealth Advisor

Client Services

Rhiana Whitmire

Marketing Manager

Nannette Barras

First Impression Coordinator

Kelly Jackson

Practice Coordinator

Sage Aiwohi

Practice Coordinator

Marla Morris

Client Service Associate

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

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

Drew Reisdorff

Senior Trader

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

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

Matt Lewis

Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
Director, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Thomas Resner

Director, Retirement Operations

Tom Mullen

Senior Tax Planner