Our Las Vegas, NV Team

Leadership

Shanna J Kehoe

CFP®️️️️️️ CWS®️️️️️️
Partner, Senior Wealth Advisor

Russ Nieland

CFP®, AIF®
Managing Director, Partner & Wealth Advisor

Chris Graw

CFP®, ChFC®, CLU®
Partner & Senior Wealth Advisor

Wealth Advisors

Brian Kubis

Associate Wealth Advisor

Jon Read

CFP®, ChFC®
Senior Wealth Advisor

Justin Schultes

CFP®️️️, AIF®, MBA
Partner, Wealth Advisor

Joshua Volgarino

CFP®, ChFC®
Wealth Advisor

Matt Hinz

CFP®, ChFC®
Senior Wealth Advisor

Jamie Yeisley

Associate Wealth Advisor

Client Services

Alyson Sheradin

Client Relationship Associate

Dané Gilliland

Client Relationship Associate

Melanie Davis

Director of Marketing & Events

Amber Koutny

Client Relationship Associate

Justine Lange

Client Relationship Associate

Katy Dooley

Director of First Impressions

Spense Simonson

Client Relationship Associate

Brandi Doonan

Client Relationship Associate

Operations

Kandi Gordy

Director of Operations, Registered Professional

Thad McVay

Registered Client Relationship Associate

Wendy Nemecek

Office Manager, Registered Professional

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

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

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Senior Wealth Planner

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Scott Berryman

JD
Director, Trust Services

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions