Executive Team

JIM McCLENDON

Managing Director

MEGAN MEADE

CEO

JILL DILDINE

CPA, Corporate Vice President and CFO

Portfolio Management

JIM McCLENDON

Managing Director

JENNIFER ENSTAD

CFA®, CIO

ERIC NEUFELD

CFA®, Portfolio Manager

Sales Team

SYLVAIN TEMPLEMAN, AIFA®

Executive Vice President - National Sales Manager

JANET LEE

Senior Vice President - National Sales

DARRELL SZYMANSKI

Senior Vice President - National Sales

MELISSA McNEILL

Senior Vice President - Director, National Accounts

ERIC KUHNS

Vice President, Southwest Region

LOGAN CUMMINGS

Vice President, Great Lakes Region

JULIE MOCHAN

Director, Enterprise Solutions

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