Our Team

Team Members In

Growth Team

Nick Brown

Associate Financial Analyst, M&A

Zach Chubbuck

Series 7

Associate Director, M&A Project Manager

Norm Cook

Executive Vice President, Head of Corporate Development

Scott Fullenkamp

Senior Director, M&A Analyst

Tom Haught

CFP®, ChFC

Chairman, CEO & President

Mike Marhofer

J.D., MBA

Executive Vice President, General Counsel & Secretary

Kevin Tichnell

MSF

Executive Vice President, Chief Acquisitions Officer

Heather Walters

Senior Director, Client Service & Process Innovation Lead

Melissa Welch-Phillips

Senior Associate, M&A Operations Specialist

John Wiler

Vice President, M&A Integration Lead