Your Team

Wealth Advisors

Steve Ford

CPA
Founder & President, Senior Wealth Advisor

Eric Ford

CFP®
CEO, Senior Wealth Advisor

Operations

Brandin Kurburksy

Operations Associate

Brooke Taylor

Senior Relationship Manager, Non-Producing Registered Representative

Donna Smith

Operations Associate

Erin Ebert

Director of Client Services

Justin Roski

Senior Relationship Manager

Matthew Alspaugh

Senior Relationship Manager, Non-Producing Registered Representative

Monica Kurburksy

Operations Associate

Sharon Syester

Operations Associate

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Shane Weaver

Director of Operations

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Josh Russell

CFA®
Portfolio Manager

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Research Department

Brett Carson

CFA®
Director of Research

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

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Sarah Duey

JD, CTFA, CAP®, AEP®
Vice President, Trust Services

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Ryan Yamada

CFP®
Senior Wealth Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner