Your Team

Executives

Kevin Engbers

CFP®, CEPA®
Founder, CEO, Wealth Advisor

Wealth Advisors

Nik Aamlid

CFP®, CAP®, CKA®
Wealth Advisor

Ryan Ovenden

CFP®, CKA®
Wealth Advisor

Luke LaRock

NSSA®
Associate Wealth Advisor

Dylan Rudningen

Associate Wealth Advisor

Operations

Holly Jacobson

Director of Operations and Data Management

Maren Larson

Director of Business Development

Rachel Hulscher

Director of First Impressions

Annette Burns

Relationship Manager

Easton Prins

Relationship Manager

Dean Bertsch

Administrative Associate

Andrea Mortimore

Operations Associate

Cole Hillman

Relationship Manager

Rocco McAvoy

Director of Exercise and Stress Management

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Director, Wealth Planning

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Sr. Wealth Planner