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Calvin Neeman Investment Advisor Representative
Calvin Neeman Investment Advisor Representative
Aaron Thompson, CPA Investment Advisor Representative
Aaron Thompson, CPA Investment Advisor Representative
Charlene Ahne Client Service Manager
Charlene Ahne Client Service Manager
Sophia Rudloff Client Service Manager
Sophia Rudloff Client Service Manager
Liyin Bao, CFA Portfolio Manager
Liyin Bao, CFA Portfolio Manager
Khurram Naveed Senior Analyst
Khurram Naveed Senior Analyst
John McClain Technology Manager
John McClain Technology Manager
Karen Torrence Chief Operations Officer
Karen Torrence Chief Operations Officer
Gregory Shoemaker Compliance Advisor
Gregory Shoemaker Compliance Advisor
Lee Eggemeyer Certified Public Accountant
Lee Eggemeyer Certified Public Accountant

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