Jason Flores, CFA, CAIA
Executive Vice President & Chief Investment Officer
Jordan Ellis, CPFA®
Vice President & Retirement Services Business Development Officer
Kerrie J. Lane, MBA
Senior Portfolio Modeler
Greg Phillips, MBA
Senior Vice President & Senior Portfolio Manager
Daniel Gunn, J.D., MBA
Senior Vice President & Senior Portfolio Manager
Justin Setser, CFA, CFP®, CTFA, MBA
Senior Vice President & Regional Chief Investment Officer
Andrea McKinney, MBA, CFP®
Senior Vice President & Wealth Management Advisor
Greg Berg, CFA, CAIA, MBA
Senior Vice President & Regional Chief Investment Officer
Denny Lachcik, MBA
Vice President & Portfolio Manager