Our Team

Team Members In

Executives

Trevor Chuna

CFP®, AEP, CTFA, MSFS

Senior Vice President, Chief Technology Officer

Norm Cook

Executive Vice President, Head of Corporate Development

Matt Dunn

CFA, CSCP

Chief Compliance Officer

Joe Glick

Executive Vice President, Chief Operating Officer & Chief Financial Officer

Tom Haught

CFP®, ChFC

President & CEO

Al Kantra

Executive Vice President, Head of Advisors & Business Development

Jennifer Koch

Senior Vice President, Head of Organizational Development

Mike Marhofer

J.D., MBA

Executive Vice President, General Counsel & Secretary

Annie McCauley

CFP®

Executive Vice President, Chief Client Experience Officer

Gee Smith

MBA

Principal, Senior Strategic Advisor