Your Team

Wealth Advisors

Tom Rush

AIF®, CEPA®
Founder & Wealth Advisor

Adrian Elder

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

Krystle Mayorga

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

George Davis

AIF®
Senior Wealth Advisor

Tim Avila

AIF®
Wealth Advisor

Jackson Dewbre

AIF®
Associate Wealth Advisor

John Durazo

Associate Wealth Advisor

Zeke Guerrero

Associate Wealth Advisor

Client Services

Kayla Irr-Mendez

Marketing Coordinator

Sandy Rush

Human Resources Manager

Haunani Nelson

Executive Assistant

Kyla Faul

Executive Assistant

Chelsey Diaz

Administrative Assistant

Kay Pallack

Administrative Assistant

Rodrigo Parra

Administrative Assistant

Rosaura Rivas

Operations Assistant

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

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Matt Lewis

Vice President, Insurance

Scott Berryman

JD
Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
Retirement Plans – Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Paraplanner

Josh Ream

Insurance Specialist

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Thomas Resner

Director, Retirement Solutions

Tom Mullen

EA
Senior Tax Planner