People & Culture

Executive and Management

philPHILLIP TOEWS
CEO
randyRANDY SCHROEDER
COO
jenniferJENNIFER RODRIGUEZ
CCO
ebenEBEN BURR
Director of Sales and Marketing

Investment Management

philPHILLIP TOEWS
Portfolio manager
Investment Committee Member
randyRANDY SCHROEDER
Portfolio manager
Investment Committee Member
jasonJASON GRAFFIUS
Head of Research, Portfolio Manager
Investment Committee Member
charlesCHARLES COLLINS
Head of Trading, Options & Derivatives Specialist
Investment Committee Member
landonLANDON GOULD
Analyst

Sales and Marketing

East

ebenEBEN BURR
Director of Sales and Marketing
kevinKEVIN KENNY
Regional Consultant

West

ryanRYAN CONNOLLY
Regional Vice President

Central

danDAN KULLMAN
AIF, Regional Vice President
brianBRIAN S. WUBBE
CMFC®, Internal Marketing Consultant

National

katieKATIE MASTERS
Sales and Marketing Strategist

Administration

sandySANDY ALKINS
Senior Account Administrator
cristinaCRISTINA SHARP
Senior Portfolio Administrator
hannahHANNAH YARGER
Compliance Assistant

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