Michael Seid

Michael Seid

President, Managing Director
Jon Brackmann

Jon Brackmann

Chief Operating Officer
Paul Hamzey

Paul Hamzey

Business Development
Cory Persson

Cory Persson

Director of Investment Operations
Shannon Case

Shannon Case

Finance Accounting Consultant
Amber White

Amber White

Operations Director
Scott Karl

Scott Karl

Wealth Advisor
Susan Wrenn

Susan Wrenn

Controller
Erik Simmons

Erik Simmons

Wealth Advisor
Eve Martinez

Eve Martinez

Administrative Assistant
Alexis Brock

Alexis Brock

Marketing and Communications
Samantha Smith

Samantha Smith

Administrative Assistant
Matt Merrill

Matt Merrill

Operations Assistant