Our West Des Moines, IA Team

Leadership

Joel Worsfold

CFP® ChFC® CLU® RICP® REBC®
Managing Director, Partner & Wealth Advisor

Wealth Advisors

Matt Friedrichsen

RICP®
Partner & Wealth Advisor

Jason Juhl

RICP®, AIF®
Partner & Wealth Advisor

Rebecca Albers

CFP®, CMT®
Senior Wealth Advisor

Operations

Matthew Pearson

Partner & Director of Operations

Linette Worsfold

Director of First Impressions

Stephanie Forinash

Registered Client Associate

Cate Juhl

Registered Client Associate

Elizabeth Mayberry

Client Associate

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Research Department

Brett Carson

CFA®
Director of Research

Jake Bleicher

CFA®
Co-Portfolio Manager

Kevin Zlomke

Director of Trading

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

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Scott Berryman

JD
Director of Trust Services

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Michael Gruidel

CFP®
Wealth Planner

Jody Jackson

FPQP™
Paraplanner