Our Hamilton Team

Client Services

Patty Jaramillo

Client Service Associate

Sheila Barton

Client Service Associate

Carla Beghtel

Director of Operations & Client Services

Misti Johnson

Client Relationship Associate

Brooke Perry

Client Service Associate

Brenna Weems

Client Planning & Relationship Manager

Amanda Westlake

Client Services Manager

Operations

Robin Brewton

Chief Operating Officer, Southwest

Riley DeShazo

CFP®
Wealth Planning Administrator

Morgan Graser

Director of Marketing & Transformations

Valerie Murphy

Transformation Service Coordinator

Finance

Annette Hargis

CPA
Chief Financial Officer

Investments

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

Portfolio Strategist

Research Department

Brett Carson

CFA®
Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®
Equity Analyst

Kellie L. Duffy

Senior Trade Operations Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trade Operations Analyst

Advanced Solutions Team

Patrick Carter

CPA
Senior Wealth Planner

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

Wealth Planning Administrator

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

Erin Wood

CFP®, CRPC®, FBS®
Vice President, Wealth Planning

Ryan Yamada

CFP®
Planner