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Meet the Team

Kurt Brown headshot
Kurt Brown

Principal / Chief Investment Officer


Chris Hedquist, CFP®

Senior Portfolio Strategist

Monica Sonnier headshot
Monica Sonnier, CFA

Director of Fixed Income Strategies

Michael Folker headshot
Michael Folker

President

Joshua headshot
Joshua Flade, CFA

Deputy Chief Investment Officer


Tyson Walker

Director of Portfolio Strategy

Erica West
Erica West

Director of Relationship Management

Staci Compagno, CRCP
Staci Compagno, CRCP

Chief Compliance Officer

Joel Drake, Systems Analyst
Joel Drake

Director of Technology


Will Snider

Director of Operations


Emily Gamboa

Relationship Manager

Kim
Mike Larsen

Relationship Manager 

Mark Reyerson
Mark Reyerson

External Portfolio Manager

Xavier Desforges headshot
Xavier Desforges

Director of Trade Desk

Brady headshot
Brady Webb

Trade Desk

Xavier Desforges headshot
Trenton LaPorte

Trade Desk


Brandon Petterson

Senior Investment Analyst


Cody Ulland

Senior Portfolio Strategy Analyst


Sam MacGregor

Fixed Income Analyst


Taylor Acevedo

Investment Analyst

Amy Larsen
Amy Larsen

Operations Associate


Renee Grant

Operations Associate

Joe West
Joe West

Operations Associate


Christin Meyer

Administrative Assistant


Tausha Clark

Trade Desk

Rowdy Lopez
Rowdy Lopez

Trader


Aaron Madero

Trader


Brian Haley

Trader


Ian Rose

Portfolio Strategy Intern