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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 headshot
Erica West

Head of Operations

shirley headshot
Shirley Harris

Advisor Relations

Julie headshot
Julie Hamula

Relationship Manager

Emily headshot
Emily Grant

Administrative Assistant

Xavier Desforges headshot
Xavier Desforges

Head of Trading

Brady headshot
Brady Webb

Trading

Ray Johns headshot
Ray Johns

Senior Advisor

Kim headshot
Kimberly Johnson

Client Services