Executive Team

JIM McCLENDON

Managing Director

MEGAN MEADE

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

VP, Director of National Sales

ERIC KUHNS

Vice President, Southwest Region

LOGAN CUMMINGS

Vice President, Great Lakes Region

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

MARYAM TABEI

Marketing Manager

INGRID KAFER

Director of Operations

JENNIFER ROWE

Project Manager