Your Financial Planning Team

William Riley

ChFC®, CLU®, WMS, MBA

Chief Executive Officer

Jonathan Loeffler

VP of Acquisitions & Wealth Manager

Mark Pomeroy

CFP®

Senior Wealth Manager

Chad Barnett

VP of Operations

Juanita O’ Dell

Office Manager

Robin Peel Joe

Receptionist, Office Operations

Susan Smith

Client Services Manager

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Director, Carson Coaching

Jody Jackson

FPQP™

Paraplanner

Chris Oppliger

CPA

Director of Tax Planning

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Beth Schanou

JD

Senior Wealth Planner

Krista Thompson

CPA

Senior Wealth Planner

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions

Ryan Yamada

CFP®

Planner

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Scott Kubie

CFA®

Senior Investment Strategist

Jessica Golson

CIPM

Director of Platform Operations

Vishnu Lekraj

Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Brett Carson

CFA®

Director of Research

Jake Bleicher

CFA®

Equity Analyst

Kellie L. Duffy

Senior Trade Operations Analyst

Jeff Harris

Senior Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trade Operations Analyst