Your Team

Wealth Advisors

Tom Rush

AIF®, CEPA®
Founder & Wealth Advisor

Adrian Elder

CFP®, AIF®, FRC℠
Managing Partner & Wealth Advisor

Krystle Mayorga

AIF®, PPC®
Chief Operating Officer/ Associate Wealth Advisor

George Davis

AIF®, NSSA®
Senior Wealth Advisor

Tim Avila

AIF®, NSSA®
Lead Wealth Advisor

Jackson Dewbre

AIF®
Lead Wealth Advisor

John Durazo

AIF®
Lead Wealth Advisor

Zeke Guerrero

Associate Wealth Advisor

Client Services

Sandy Rush

Human Resources Manager

Haunani Nelson

Relationship Manager

Kay Pallack

Relationship Manager

Rodrigo Parra

Relationship Manager

Rosaura Rivas

Relationship Manager

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