EXECUTIVE TEAM

David Spano, CFP®
President, CEO

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
Managing Director of Operations
EXECUTIVE SUPPORT

Josh Hoisington
Executive Liaison

Cathy Roenspies
Executive Assistant – Chief Growth Officer
COMPLIANCE

Nikki Trudell
Compliance Specialist

John Thompson
Compliance Specialist

Simon Rech
Compliance Specialist
HUMAN RESOURCES

Ondine Wallinger, SPHR®
Director of Human Resources
ACCOUNTING

Eric Jenks
Senior Accountant
INFORMATION TECHNOLOGY

Jim Blahnik
Director of IT

Robert Kelly
IT Manager
ANALYTICS

Jack Hauser, CFP®
Project & Data Analytics Manager

Noi Sayaovong
Project & Data Analytics Specialist

David Fono
Project & Data Analytics Specialist

Jonathan Friedl
Salesforce Administrator

Alex Suarez
Project & Data Analytics Associate
OFFICE ADMINISTRATORS

Brenda Doucas
Administrative Coordinator

Tirzah Cook
Administrative Assistant

Linda Bork
Office Administrator

Kristen Fagan
Office Administrator

Elliot Jones
Office Administrator

Sandy Kieffer
Office Administrator
Fill Out The Get Started Form