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Meet the Team

Kurt Brown headshot
Kurt Brown

CEO | Chief Investment Officer


Chris Hedquist, CFP®

Senior Portfolio Strategist

Monica Sonnier headshot
Monica Sonnier, CFA

Head of Fixed Income

Michael Folker headshot
Michael Folker

President

Jordan Miller headshot
Jordan Miller

Head of Portfolio Strategy

Joshua headshot
Joshua Flade, CFA

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 

Mark Reyerson
Mark Reyerson

External Portfolio Manager

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


Taylor Acevedo

Fixed Income Analyst


Aidan Lee-Wen

Quantitative Strategist


Sam MacGregor

Fixed Income Analyst

Rowdy Lopez
Rowdy Lopez

Trader


Aaron Madero

Trader


Brian Haley

Trader