People & Culture

Executive and Management

philPHILLIP TOEWS
CEO
randyRANDY SCHROEDER
COO
jenniferJENNIFER RODRIGUEZ
CCO
ebenEBEN BURR
Managing Director

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

Behavioral Education and Product Consulting

National Accounts

ebenEBEN BURR
Managing Director
philPHIL REWILAK
National Accounts

Workshops and Training

ebenEBEN BURR
Managing Director
danDAN KULLMAN
Director of Education and Training
gregGREG BRUNCK
Coaching Coordinator

East

kevinKEVIN KENNY
Regional Vice President

Central

kevinDAN KULLMAN
Regional Vice President

West

ryanRYAN CONNOLLY
Regional Vice President
ryanPAUL SAMMONS
Internal Marketing Consultant

Strategy and Development

katieKATIE MASTERS
Vice President of Strategic Development

Administration

sandySANDY ALKINS
Senior Account Administrator
cristinaCRISTINA SHARP
Senior Portfolio Administrator
hannahHANNAH YARGER
Compliance Program Manager
jonathanJONATHAN YARGER
Organizational Development Manager

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