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Meet the Team

Kurt Brown headshot
Kurt Brown

Chief Investment Officer


Chris Hedquist, CFA

Senior Portfolio Strategist

Monica Sonnier headshot
Monica Sonnier, CFA

Head of Fixed Income

Michael Folker headshot
Michael Folker

Head of Advisor Development

Jordan Miller headshot
Jordan Miller

Head of Case Design

Joshua headshot
Joshua Flade, CFA

Associate Portfolio Manager

Erica West
Erica West

Head of Operations

Staci Compagno, CRCP
Staci Compagno, CRCP

Chief Compliance Officer

Xavier Desforges headshot
Xavier Desforges

Head of Trading

Brady headshot
Brady Webb

Trading

Joel Drake, Systems Analyst
Joel Drake

Head of Technology

shirley headshot
Shirley Harris

Advisor Relations

Julie headshot
Julie Ivers

Relationship Manager

Kim
Mike Larsen

Advisor Service 

Matt Sorensen
Matt Sorensen

Analyst

Ben
Ben Tanner

Analyst

Josh Thompson
Josh Thompson

Compliance Analyst


Tanner Gibson

Fixed Income Analyst


Emily Gamboa

Relationship Manager

Joe West
Joe West

Advisor Relations

John Harris
John Harris

Account Processor


Tyson Walker

Analyst

Valerie Winwood
Valerie Winwood

Human Resources

Amy Larsen
Amy Larsen

Administrative Assistant