Our Washington Team

Wealth Advisors

Ken Reeves

CFP®
Wealth Advisor

Terry A. Cook

CFP®
Wealth Advisor

Jonah Bies

Associate Wealth Advisor

Jared Jones

Founding Partner & Senior Wealth Advisor

Drew Schaefer

Founding Partner & Senior Wealth Advisor

Operations

Kristy Huber

Relationship Manager / Insurance Specialist

Andie Allen

Operations Associate

Ariel Martin

Operations Associate

Sylvia Guenther

Operations Associate

Willow Barthelmess

Receptionist

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Research Department

Brett Carson

CFA®
Director of Research

Jake Bleicher

CFA®
Co-Portfolio Manager

Kevin Zlomke

Director of Trading

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Scott Berryman

JD
Director of Trust Services

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Michael Gruidel

CFP®
Wealth Planner

Jody Jackson

FPQP™
Paraplanner