Experienced Leaders

Financial confidence begins with having advisors you can trust. Our team of experienced leaders contributes diverse perspectives and professional strengths to provide our clients with innovative financial solutions.

Mark Feldman

Managing Partner and Chief Executive Officer

Bill Hodges

Chairman

Brad Lemon

Managing Partner

Christina Burroughs

Managing Partner

Maureen Rzeppa

Managing Partner and Chief Administrative Officer

Nathan Erickson

Managing Partner and Chief Investment Officer

Mike Hirte

Managing Partner

Ken Garrett

Senior Director

Russ Bucklew

Partner

Dave Westra

Partner

Eric Ensign

Partner

Evan Judge

Partner

Will Froelich

Partner

Our Team

Our team members are the reason for our clients’ successes.

Mary Ann Hennelly-Favata

Senior Client Advisor

Bruce Paulson

Senior Client Advisor

Jennifer Arps

Senior Client Advisor

J.T. Vandegriff

Client Advisor

John Brimhall

Client Advisor

Ryan Penniman

Client Advisor

Matthew White

Investment Analyst

Drew Phillips

Investment Analyst

Craig Neumann

Tax Manager

Jim LaMancusa

Retirement Plan Specialist

Ellen Perkins

Senior Tax Associate

Ena Dashi

Senior Client Associate

Chris Bergthold

Senior Client Associate

Ryan Dignan

Senior Client Associate

Trevor Moore

Senior Client Associate

Mandy Stalker

Institutional Service Team Specialist

Allie Ward

Client Associate

Tayde Saenz

Client Associate

Reid Torrens

Client Associate

Christopher Dawood

Client Associate

Kyle Pitman

Client Associate

Linh Nguyen

Tax Associate

Jessica Vasilic

Client Associate

Dominic Barcelon

Tax Associate

Brenda Bernardi

Director of Business Operations

Eric Nystrom

Director of Technology

Jo Leong

Director of Project Management

Danielle Robinson

Client Support Services Team Manager

Jessica Cobb

Process and Project Manager

Ron McKee

Senior Client Administrator and Alternatives Manager

Natalie Phillips

Tax Operations Manager

Zack Feldman

Technology Manager

Marc Dacanay

Senior Client Administrator

Melissa Bennett

Senior Client Administrator

Amanda Noxon

Client Administrator

Stephanie Harrer

Controller

Kelly Inglhofer

Marketing and Communications Coordinator

Jon Hersam

Human Resources Administrator

Fernando Cortés

Staff Accountant

Gina Farley

Executive Assistant and Tax Administrator

Maria Mendolia

Executive Assistant

Deborah Mosakowski

Executive Assistant

Mary Beth Sheleman

Administrative Assistant

Shqiprona Vojka

Administrative Assistant