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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

Compliance Officer

Xavier Desforges headshot
Xavier Desforges

Head of Trading

Brady headshot
Brady Webb

Trading

Joel Drake, Systems Analyst
Joel Drake

Systems Analyst

shirley headshot
Shirley Harris

Advisor Relations

Julie headshot
Julie Ivers

Relationship Manager

Kim
Kimberly Searle

Administrative Assistant

Braden Miller
Braden Miller

Analyst

Ben
Ben Tanner

Analyst

Josh Thompson
Josh Thompson

Analyst

Emily Gamboa
Emily Gamboa

Administrative Assistant

Joe West
Joe West

Advisor Relations

John Harris
John Harris

Account Processor