Our Team

Team Members In

Leadership

Trevor Chuna

CFP®, AEP, CTFA, MSFS

Senior Vice President, Chief Technology Officer

Norm Cook

Executive Vice President, Head of Corporate Development

Chris Creahan

MBA

Senior Vice President, Advisor Group Lead

Matt Dunn

CFA, CSCP

Chief Compliance Officer

Joe Glick

Executive Vice President, Chief Operating Officer & Chief Financial Officer

Tom Haught

CFP®, ChFC®

Kelly Irvine

Senior Vice President, Chief Marketing Officer

Brad Kelley

Executive Vice President, Corporate Development

Jennifer Koch

Senior Vice President, Head of Organizational Development

Annie McCauley

CFP®