Executive and Management

PHILLIP TOEWS
CEO

RANDY SCHROEDER
COO

JENNIFER RODRIGUEZ
CCO

EBEN BURR
Director of Sales and Marketing

Investment Management

PHILLIP TOEWS
Portfolio manager
Investment Committee Member

RANDY SCHROEDER
Portfolio manager
Investment Committee Member

JASON GRAFFIUS
Head of Research, Portfolio Manager
Investment Committee Member

CHARLES COLLINS
Head of Trading, Options & Derivatives Specialist
Investment Committee Member

LANDON GOULD
Analyst

EBEN BURR
Director of Sales and Marketing

PHIL REWILAK
Internal Marketing Consultant

KEVIN KENNY
Regional Vice President

RYAN CONNOLLY
Regional Vice President

PAUL SAMMONS
Internal Marketing Consultant

DAN KULLMAN
Regional Vice President and Behavioral Economics Architect

BRIAN S. WUBBE
CMFC®, Internal Marketing Consultant

KATIE MASTERS
Vice President of Strategic Development

GREG BRUNCK
Internal Marketing Consultant

SANDY ALKINS
Senior Account Administrator

CRISTINA SHARP
Senior Portfolio Administrator

HANNAH YARGER
Compliance Assistant

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