Our Team
Leadership & Management

Bill McQuaid, CLU, ChFC
Chairman & CEO

Joe Schreck, CPFA
President

Whit Ferguson
Managing Director, Partner, Brokerage

Alice Fenner
Chief Operating Officer

Marisa French
Chief Financial Officer
Partners & Specialists

Alden Hill
Director of Recruitment

Alex Handler
Director of Development

Bobby Stierwalt
Partner

Brandon Edwards
Managing Associate

Casey Bradley
Managing Associate

Cassady Thompson
Director of Marketing

Chris Kim
Managing Associate

Corey Fortner
Partner

Ian Carbone
Director of Financial Planning

Jake Moore, CFP®, CRPC
Investment Specialist

Joe Fernandez
Agency Supervisory Officer

Jonathan Constant, CRPC
Investment Specialist

Josh Lee
Agency Compliance Coordinator

Josi Hightower
Executive Assistant

Kindle Rudolph
Agency Supervisory Officer

Kristy Nguyen
Paraplanner

Matt Evanson
Associate Brokerage Director

Michael Kipniss, CLU, ChFC, CASL, ChSNC
Partner

Peter Truong
Partner

Rebecca Rosario
New Business Coordinator

Ryan Young
Business & Advanced Planning Specialist

Shad Reynolds, CFP®, CLU, ChFC
Partner

Tina Franklin
New Business Coordinator

Trevor Sprowl
Partner

Tyler Ver Steeg, CFP®, CLU
Partner
