Leadership Team

Finance

Jill Dildine

Jill Dildine

Corporate Vice President & Chief Financial Officer

Compliance

Jason Luhan

Jason Luhan

Chief Compliance Officer

Sales Leadership

Janet Lee, AIF, BFA

Janet Lee,  AIF®, BFATM

Executive Vice President, National Sales Manager

Darrell Szymanski, AIF

Darrell Szymanski, AIF®

Senior Vice President National Sales

Operations

Ingrid Kafer

Ingrid Kafer

Operations Relationship Manager

Jennifer Rowe

Jennifer Rowe

Business Applications Manager

National Accounts

Carla Martin

Carla Martin

Director of National Accounts

Marketing

Ron Rice, CBC, CTSM

Ron Rice, CBC, CTSM

Vice President of Marketing

Julie Mochan, AIF

Julie Mochan, AIF®

Director of Digital Content & Insights

Maryam Tabei

Maryam Tabei

Marketing Campaign Manager

Technology

Marty Pearson

Marty Pearson

Vice President 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.