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Leadership
James J. Titak
James J. Titak
Chairman of the Board
Richard W. Parker
Richard W. Parker
CHIEF EXECUTIVE OFFICER / CHIEF OPERATIONS OFFICER
Matt Reynolds
Matt Reynolds
PRESIDENT / CHIEF FINANCIAL OFFICER
Karey Williams
Karey Williams
CHIEF COMPLIANCE OFFICER
Pauletta Rist
Pauletta Rist
DIRECTOR OF OPERATIONS
Justine Kidwell
Justine Kidwell
Head of Compliance Consulting and Risk
Stephanie West
Stephanie West
Asset Management Operations Manager
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Operations Consultant
Kelly Raker
Kelly Raker
Transition Manager
Jim Longstreth
Jim Longstreth
Director of Advisor Services
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