Meet Our Operations Team
Operations is where all the behind-the-scenes magic happens! From the moment you walk through the door to the execution of trades in your accounts, our foremost objective is to be the easiest firm to work with on planet Earth. Our Operations team works hard to ensure that every interaction you have with us is conducted with you in mind.
Whether it involves delivering consistent and effective communication, staying attuned to evolving market trends, or meticulously adhering to regulatory requirements, we proactively handle these responsibilities so you don’t have to!
Kevin Jaegars, CFA
Chief Operations Officer
Connor Small
Solutions Architect Manager
Chrissy Hatcher
Marketing Manager
Lexie Barling, IACCP®
Chief Compliance Officer
Chris Bouffard, CFA
Chief Investment Officer
Reed Hersma
Project Manager
Morella Anvoots
Content & Communications Specialist
Kael Stoaks
Investment Associate
Cael Crispin
Operations Associate
Joshua Gembala, CFP®
Investment Manager
Michelle Burchard
Director of People & Culture
Andrew Thomas, CPFA®, CRPS™
Financial Planning Solutions Manager
Jandi Iha
Technology & Process Solutions Specialist
Kayla Coleman
Office Operations & Experience Manager
Andrea Rafter
Compliance Analyst
Jake Traen
Investment Associate
Hope Kearney
Marketing Specialist
Jakob Benelli
Investment Associate