An experienced team of professionals dedicated to serving you
Salma Abdulla
Portfolio Manager
Blake Anderson
Associate
Katie Bonarrigo
Executive Assistant to the CEO
Jacinta Gitahi
Finance Assistant
Brian Neustrom
Chief Compliance Officer
Matthew Pettera
Head of Trading & Operations
Zachary Stewart
Operations and Compliance Analyst
Kaleb Underwood
Fred Vojtsek
Strategic Consultant
Abbie Williams
Director of Finance & Accounting
Alex Yoder
Tax Specialist
Andrew Allard
Orange, CA
Steve Smit
Minden, NV
Robert Sutton
Skiatook, OK
John McCarthy
Tustin, CA
Carol Griffin
Arvada, CO
Steve Gonzalez
Orange County, CA