A wealth of experience.

Aligned to your success.

With more than a century of experience, we bring principled and practical knowledge to the goal of helping advisors and their clients flourish.

  • Justin Harder
    Justin Harder Harder

    Associate Vice President – Application Engineering Team Lead

  • Katrina Flacke

    Compliance Associate

  • Laura Blomstrom
    Laura Blomstrom Blomstrom

    Senior Vice President, Controller

  • Marisa Wilmes

    Senior Technology Services Specialist

  • Marty Altenberger
    Marty W. Altenberger

    Executive Vice President – Branch Leadership Ambassador

  • Matt Salaman
    Matt Salaman

    Executive Vice President, Senior Counsel

  • Matt Ziegler
    Matt Ziegler

    Senior Payroll Specialist

  • Michelle Reilly Reilly

    Associate Vice President – Senior Accounting Specialist

  • Murali Parthasarathy
    Murali Parthasarathy Parthasarathy

    Associate Vice President – Senior Data Analyst

  • Peter A. Biebel
    Peter A. Biebel

    Senior Vice President, Senior Investment Strategist

  • Remi Zimmerman

    Client Workflow Specialist

  • Sarah Bixby
    Sarah Bixby

    Project Manager