Your Financial Planning Team

Our team is dedicated to our mission: To build trusted relationships through professional guidance, exceptional service and thorough implementation; to help you attain your financial goals while adhering to your values.

Meet our National Team Meet our Washington Team

Wealth Advisors

Drew Schaefer

Founding Partner & Wealth Advisor

Jared Jones

Founding Partner & Wealth Advisor

Kathleen M. Jordan

Kathleen M. Jordan

AAMS

Wealth Advisor

Terry A. Cook

CFPⓇ

Wealth Advisor

Ken Reeves

CFP®

Wealth Advisor

Operations

Paul Buxton

Business Development Manager

Advanced Solutions Team

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Director, Carson Coaching

Jody Jackson

FPQP™

Paraplanner

Brett Murray

Paraplanner

Chris Oppliger

CPA

Director of Tax Planning

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Beth Schanou

JD

Senior Wealth Planner

Krista Thompson

CPA

Senior Wealth Planner

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Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions

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Erin Wood

CFP®, CRPC®, FBS®

Vice President, Wealth Planning

Ryan Yamada

CFP®

Planner

Investments

Saumen Chattopadhyay

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Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Scott Kubie

CFA®

Senior Investment Strategist

Jessica Golson

CIPM

Director of Platform Operations

Rick Jaster

CFA®

Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Patrick Sittner

Portfolio Strategist

Research Department

Saumen Chattopadhyay

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Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Brett Carson

CFA®

Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®

Equity Analyst

Kellie L. Duffy

Senior Trade Operations Analyst

Jeff Harris

Senior Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trade Operations Analyst

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