Our Team

Together, we seek to build investments that will last.​

Jason Ahlgren

Jason Ahlgren, CFP®, ChFC®

Relationship Manager, Private Clients
Relationship Management
Dan Becker

Dan Becker

Business Systems Analyst
Business Operations
Lois Beckman

Lois Beckmen, FPQP®

Compliance Associate
Business Operations
David Choe

David Choe, CFA

Portfolio Manager, Equity Investments
Equity Investments
JJ Choi

JJ Choi, CPA, CFA

Head Trader
Business Operations
Sarah Verduzco

Sarah Colton

Associate Relationship Manager, Financial Intermediaries
Relationship Management
Cheryl Coombs

Cheryl Coombs, CPA, CFP®

Relationship Manager, Private Clients
Relationship Management
Austin Cumblad

Austin Cumblad, CPA

Relationship Manager, Financial Intermediaries
Relationship Management
Sami Decker

Sami Decker

Marketing Manager
Business Operations
Julian Dehn

Julian Dehn, CFA

Portfolio Manager, Equity Investments
Equity Investments
Carrie Dierkes

Carrie Dierkes

Office Assistant
Business Operations
Andrew Drigans

Andrew Drigans

Research Associate, Equity Investments
Equity Investments
Cole Ellefson

Cole Ellefson, CFA

Research Analyst, Income Investments
Income Investments
Dana Feick

Dana Feick, CFA

Portfolio Manager of Counsel
Equity Investments
Sally Grimm

Sally Grimm

Marketing & Events Associate
Business Operations
Drew Harbeck

Drew Harbeck

Relationship Manager, Institutions & Consultants, Financial Intermediaries
Relationship Management
Jay Higgins

Jay Higgins, CFP®

Relationship Manager, Private Client Practice Lead
Relationship Management
Natalie Hugdahl

Natalie Hugdahl, FPQP®

Client Service Associate
Relationship Management
Jeremiah Hunter

Jeremiah Hunter

IT Systems & Networks Coordinator
Business Operations
Ross Johnson

Ross Johnson, CFA

Chief Investment Officer
Equity Investments ∙ Leadership
Matthew Kennedy

Matthew Kennedy

Research Analyst, Income Investments
Income Investments
Daniel Keranen

Daniel Keranen, CFA

Trader
Business Operations
Andrew King

Andrew King, CFP®

Director of Relationship Management
Relationship Management ∙ Leadership
Brian Lee

Brian Lee, CMA

Staff Accountant
Business Operations
Regina Lombardi

Regina Lombardi, CFA

Research Analyst, Equity Investments
Equity Investments
Chris Mau

Chris Mau

Chief Information Security Officer
Business Operations
Adam McGrane

Adam McGrane, CFA

Portfolio Manager, Equity Investments
Equity Investments
Chris McGrann

Chris McGrann

Relationship Development Manager, Private Clients
Relationship Management
Molly McMurchie

Molly McMurchie

Client Service Associate
Relationship Management
Brian Mellor

Brian Mellor

Senior Operations Analyst
Business Operations
Rick Moulton

Rick Moulton, CFA

Managing Director of Equities
Equity Investments
Kami Pankratov

Kami Pankratov

Operations Analyst
Business Operations
Annie Paul

Annie Paul

Relationship Manager, Institutions & Consultants
Relationship Management
Amanda Ressler

Amanda Ressler

Controller
Business Operations
Chris Sebald

Chris Sebald, CFA

Portfolio Manager, Income Investments
Income Investments
Jenna Shermoen

Jenna Shermoen

Relationship Manager, Private Clients
Relationship Management
Emily Soltvedt

Emily Soltvedt

Portfolio Manager, Equity Investments
Equity Investments ∙ Leadership
Andrea Stark

Andrea Stark, CPA

Chief Compliance Officer
Business Operations
Kristin Sturm

Kristin Sturm

Operations Analyst
Business Operations
Justin Tennison

Justin Tennison

Chief Operating Officer
Business Operations ∙ Leadership
Mark Thompson

Mark Thompson

Chief Manager
Leadership
Lindsey Wickam

Lindsey Wickam

Senior Operations Analyst
Business Operations
Maddy Wilson

Maddy Wilson

Office & Administrative Services Manager
Business Operations

Our team pursues excellence in investments, client service, and community involvement. The choices we make every day are guided by a shared set of values and commitments.

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