Leadership Team
Executive Leadership
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Scott Colangelo
Chairman, Managing Partner
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Tim Hakes
President
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Glenn Spencer
Chief Executive Officer
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John Seibolt
Chief Operating Officer
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Joe Hildebrand
Executive Director
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Joe Zdeb
Financial AdvisorLeadership
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Anthony Woodard
Chief Compliance Officer
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Bryce Buntz
Information Technology Specialist
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Cami Walker
Director of Qualified Plans
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Chloe Fischgrund
Director of Marketing
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Chris Osmond
Chief Investment Officer
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Darren Watson
Director, Investment Advisory Committee
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Elaine Longer
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Eric Krause, CFA
Portfolio Manager, Managing Director
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Gina Buckley
Infrastructure Manager
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Mark Giesting
Owner and Principal Financial Advisor, Giesting Financial
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Matthew Eickman
Director of ERISA Services
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Melissa Sturgis
Director of Operations
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Merlin Hagan
Principal & President, Hagan Newkirk
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Nicole Hendrix
Business Dev and Strategic Partnerships
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Scott Liggett
Director of ERISA Oversight
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Stephanie Rogers
Director of Finance
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