Nick Berich

Senior Vice President
Administration
email address

Perry Porcaro

Assistant Vice President
Operations
email address

Sandy Dupies

Assistant Vice President
Administration
email address

Sue Rediske

Assistant Vice President
Administration
email address

Doris Elias

Administrative Assistant
Operations and Accounting
email address

Daniel Riek

IT Manager
email address

David Hardeman

Reconciliation Accountant
email address

LORI SALYERS, CEBS

Assistant Vice President
Administration and
Compliance
email address

Curt Hoffman

Assistant Vice President
email address

Tina Selode

Administrative Assistant
Operations
email address

Jennifer Koester-Gasparek

Billing and Client
Presentations
email address

Jeff Shelton

IT Technical Support
email address

Elsa Manske

Administration & Operation Support
email address

Michael Stewart CFA, JD, CFP

Chief Compliance Officer
email address

LORI PIEKARSKI

Assistant Vice President
Administration
email address

Jody 2

Jody Katravas

Trading Assistant
email address