Executive Team

JIM McCLENDON

Managing Director

MEGAN MEADE

President and CEO

JILL DILDINE

CPA, Corporate Vice President, Controller, CCO

Portfolio Management

JIM McCLENDON

Managing Director

JENNIFER ENSTAD

CFA®, CIO

ERIC NEUFELD

CFA®, Portfolio Manager

JULIA STEWART

Portfolio Manager

Sales Team

SYLVAIN TEMPLEMAN, AIFA®

Senior Vice President - Western Region

KENNETH DEANE

Senior Vice President - Eastern Region

SCOTT FRIEL

Senior Vice President - Director of Enterprise Strategy

JANET LEE

Vice President, Internal Sales - Western Region

DARRELL SZYMANSKI

Vice President, Internal Sales - Eastern Region

MELISSA McNEILL

Vice President, Internal Sales - Central Region

ERIC KUHNS

Vice President, Southwest Region

LOGAN CUMMINGS

Vice President, Great Lakes Region

ANDRE YOVANOVITCH

Vice President - Southeastern United States

JULIE MOCHAN

National Director of Retirement Plan Sales

NEIL NAKAGAWA

Vice President, Northwest Region

NATHAN RACHELS

Vice President, Florida/Georgia Region

JAKE CHOW

Financial Consultant

MIKE JENCO

Vice President, Mountain Region

Marketing & Operations

STEPHANIE LARSON

Vice President of Marketing

MARYAM TABEI

Marketing Consultant

INGRID KAFER

Director of Operations

JENNIFER ROWE

Project Manager