Our West Des Moines, IA Team

Wealth Advisors

Matt Friedrichsen

ChFC®, RICP®
Partner & Wealth Advisor

Jason Juhl

RICP®, AIF®
Partner & Wealth Advisor

Rebecca Albers

CFP®, CExP™, CMT®
Partner & Wealth Advisor

Matt McAleer

Associate Wealth Advisor

Operations

Matthew Pearson

Regional Director, Advisor Support

Stephanie Forinash

Manager, Operations

Elizabeth Mayberry

Sr. Relationship & Operations Manager

Will Pattison

Relationship & Operations Manager

Barrett Bell

Relationship & Operations Manager

Investments

Ryan Detrick

CMT®
Chief Market Strategist

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

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC® CEPA
Director, Business Planning

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Sr. Wealth Planner