Your Team

Wealth Advisors

Michael Gold

CFP®, MBA, CEPA
Founder and CEO, Wealth Advisor

Daniel Armas

CFP®
Managing Partner, Wealth Advisor

Stephen Johnson

Director, Private Client Group

Mark Jackson

Private Client Advisor

Sean Wallace

Private Client Advisor

Client Services

Brandon Buhay

Wealth Strategist

Liz Gertz

Chief of Staff

Paul Kiernan

Operations Manager

Matt Krefting

Client Service Associate

Jackson Peddy

Business Development & Client Relations

Ryan Holder

MBA
Client Service Associate

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Director, Wealth Planning

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Sr. Wealth Planner

Tom Mullen

Senior Tax Planner