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About
Founder Story
Client Solutions
Our Process
The Gold Culture
Testimonials
FAQ
The Gold Papers
Hear From Michael
The Gold Team
Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
Private Client Services
Our National Team
Investments
Jessica Golson
CIPM
Senior Vice President, Investments and Trading
Sonu Varghese
Ph.D.
Vice President, Global Macro Strategist
Ryan Detrick
CMT®
Chief Market 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