Meet Our Staff

Adam Charles

Adam Charles

VP, Technology

Ashley Goluba

Ashley Goluba

Project Manager

Blake Rhodes, CFP®, AIF®

Blake Rhodes, CFP®, AIF®

Director of Financial Planning

Brittney Valdez

Brittney Valdez

Controller

Daniel Driver

Daniel Driver

Financial Advisor

Daryl Smith

Daryl Smith

Lead Retirement Plan Specialist

Dennis Bielik, CFP, CFA®, FRM

Dennis Bielik, CFP, CFA®, FRM

Managing Director

Edgar Ortiz

Edgar Ortiz

Retirement Plan Specialist

Eric Light

Eric Light

Portfolio Manager

Garrett Adams

Garrett Adams

Financial Advisor

Garrett Pittman

Garrett Pittman

VP, Institutional Investments

Hillary Poole

Hillary Poole

VP, Sales Development

Jason Vargas

Jason Vargas

Client Associate

Jesus Alvarado

Jesus Alvarado

Retirement Plan Specialist

John Fowler

John Fowler

Retirement Plan Specialist

Julia Albing

Julia Albing

Team Lead

Kelli Hanson

Kelli Hanson

Assistant VP, Client Relations

Kelsey Ellis

Kelsey Ellis

Marketing Specialist

Macy Dunegan

Macy Dunegan

Retirement Plan Specialist

Maegan Villarreal

Maegan Villarreal

Analyst | Institutional Investments

Mark Essenfeld, CFP®

Mark Essenfeld, CFP®

Financial Planner

Mason Moses

Mason Moses

Investment Advisor

Matt Escalante

Matt Escalante

Director, Institutional Investment Initiatives

Melissa Kirk

Melissa Kirk

VP, Operations

Michael Matthews

Michael Matthews

Office Manager

Myrna Fuentes

Myrna Fuentes

Team Lead, Distribution Processing

Nic Hauptmann

Nic Hauptmann

Retirement Plan Specialist

Rey Cepeda

Rey Cepeda

Marketing Manager

Robert Hinds

Robert Hinds

Investment Associate

Sean Romero

Sean Romero

Retirement Plan Specialist

Sherry Russell

Sherry Russell

Retirement Plan Specialist

Steve Orta

Steve Orta

Managing Director

Tina Silva

Tina Silva

Team Lead, Contribution Processing