Leadership Team

Executive Leadership

Finance

Jill Dildine

Jill Dildine

Corporate Vice President & Chief Financial Officer

Portfolio Management

Compliance

Jason Luhan

Jason Luhan

Chief Compliance Officer

Sales Leadership

Sylvain  Templeman, AIFA

Sylvain Templeman, AIFA®

Executive Vice President & National Sales Manager

Janet Lee, AIF

Janet Lee, AIF

Senior Vice President National Sales

Darrell Szymanski, AIF

Darrell Szymanski, AIF

Senior Vice President National Sales

Chad Brand

Chad Brand

Managing Director – Strategic Partnerships & Private Wealth

Sales Team

Logan Cummings

Logan Cummings

Vice President - Great Lakes Region

Mike Jenco

Mike Jenco

Vice President - Mountain Region

Eric Kuhns

Eric Kuhns

Vice President - Southwest Region

Parker Mosley, AIF

Parker Mosley, AIF

Vice President - South Central Region

Neil Nakagawa

Neil Nakagawa

Vice President - Northwest Region

Nathan Rachels

Nathan Rachels

Vice President - Georgia & Florida Region

Aaron Ramsey

Aaron Ramsey

Vice President - Northeast Region

Operations

Strategic Partnerships

Chad Brand

Chad Brand

Managing Director – Strategic Partnerships & Private Wealth

National Accounts

Carla Martin

Carla Martin

Director of National Accounts

Marketing

Julie Mochan, AIF

Julie Mochan, AIF

Director of Digital Content & Insights

Technology

Marty Pearson

Marty Pearson

Director of Information Technology

Client Centered

Client Centered

Our talented team of wealth management professionals bring deep experience to investors each and every day. Serving advisors, and helping their clients build wealth and preserve assets is at the center of everything we do. Let’s start a conversation.

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