Skip Navigation Website Accessibility

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

shirley headshot
Shirley Harris

Accounts Manager

Julie headshot
Julie Ivers

Compliance Manager

Kim
Mike Larsen

Relationship Manager 

Xavier Desforges headshot
Xavier Desforges

Director of Trade Desk

Brady headshot
Brady Webb

Trade Desk

Xavier Desforges headshot
Trenton LaPorte

Trade Desk

Thomas headshot
Thomas Allgaier

Trade Desk

Mark Reyerson
Mark Reyerson

External Portfolio Manager


Christin Meyer

Administrative Assistant


Tausha Clark

Trade Desk

Josh Thompson
Josh Thompson

Compliance Analyst Intern


Brandon Petterson

Senior Investment Analyst


Cody Ulland

Senior Portfolio Strategy Analyst

Valerie Winwood
Valerie Winwood

Human Resources

Amy Larsen
Amy Larsen

Operations Associate


Will Snider

Director of Operations


Emily Gamboa

Relationship Manager

Joe West
Joe West

Operations Associate

John Harris
John Harris

Operations Associate


Sam MacGregor

Fixed Income Analyst

Rowdy Lopez
Rowdy Lopez

Trader


Aaron Madero

Trader


Brian Haley

Trader


Spencer Egbert

Portfolio Strategy Intern


Mason Jackson

Portfolio Strategy Intern


Taylor Acevedo

Investment Analyst


Aidan Lee-Wen

Investment Intern


Ian Rose

Portfolio Strategy Intern


Renee Grant

Operations Associate