Our Team

Operations

Kevin Hetzer

Kevin Hetzer

Director of Operations

Rob Hopkins

Rob Hopkins

Chief Compliance Officer

Griffin Horter

Griffin Horter

Corporate Strategist

Janet Taylor

Janet Taylor

Compliance & Trading Supervisor

Jessica Adams

Jessica Adams

Client Relations Specialist

Sean McLaughlin

Sean McLaughlin

Investment Advisor Representative

Cindy Alexander

Cindy Alexander

New Business Support

Emma Murrell

Emma Murrell

Client Relations Specialist

Jessie Downey

Jessie Downey

Executive Office Manager

Ava Lawler

Ava Lawler

Compliance Analyst

Steven Meyers

Steven Meyers

Trading Analyst