EXECUTIVE TEAM

David Spano, CFP®
Chief Executive Officer

Jeff Pierce
President, Chief Operating Officer

Naomi Ackley, CSCP
Chief Compliance Officer

Derek V.W. Felske, CFA®
Chief Investment Officer

Mark Beck
Chief Growth Officer

Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE
Chief Economist

Kristin Reilly, MBA, CPA
Chief Financial Officer

Todd Voit, PhD
Chief Investment Strategist

Greg Batiansila
Managing Director of Marketing

Steve Dryer, MBA
Managing Director of Operations
EXECUTIVE SUPPORT

Josh Hoisington
Executive Liaison

Cathy Roenspies
Executive Assistant – Chief Growth Officer
COMPLIANCE

John Thompson
Manager of Compliance

Nikki Trudell
Compliance Specialist

Simon Rech
Compliance Specialist
HUMAN RESOURCES

Ondine Wallinger, SPHR®
Director of Human Resources

Mack George
Talent Acquisition Specialist
ACCOUNTING

Ann Weaver
Controller

Chris Burg
Accountant
INFORMATION TECHNOLOGY

Jim Blahnik
Director of IT

Ross Hoffmann
IT Systems Manager
ANALYTICS

Jack Hauser, CFP®
Project & Data Analytics Manager

David Fono
Project & Data Analytics Specialist

Jonathan Friedl
Salesforce Administrator

Katy Losiniecki
Marketing Systems Administrator

Noi Sayaovong
Project & Data Analytics Specialist

Mitch Vanden Heuvel
Project & Data Analytics Specialist
OFFICE ADMINISTRATORS

Brenda Doucas
Administrative Coordinator

Tirzah Cook
Administrative Assistant

Lisa Angione
Office Administrator

Linda Bork
Office Administrator

Kristen Fagan
Office Administrator

Elliot Jones
Office Administrator

Bailey Kolinski
Office Administrator

Maya VanderSchaaf
Office Administrator
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