Meet the Team
Leadership Team
Bonner C. Barnes
President, Chief Investment Officer
Corrin Barnes
Director of Marketing & Creative Content
Jason M. Iacobucci, AIF®
Director of Client Experience
Catherine Patrick, CFP®
Director of Financial Planning
Sherri Piesche
Director of Finance
Tim Wolfcale
Director of Financial Advisor Services
Client Support
Terry Mendoza
Office Coordinator
Teresa Queal
Client Support Specialist
Olivia Rojas
Client Support Specialist
Financial Advisors
Shane M. Bulgerin
Senior Financial Advisor
Jamie Carmack, CFP®, RICP®, NSSA®
Senior Financial Advisor
Duane C. Davis
Senior Financial Advisor
John Driver
Senior Financial Advisor
Lesley Groux
Senior Financial Advisor
Craig Fowlkes
Senior Financial Advisor
Alexandra Neault
Financial Advisor
Kevin Hopkins
Senior Financial Advisor
Elizabeth Nierzwicki, CPWA®
Senior Financial Advisor
Javier Parada
Senior Financial Advisor
Terry Puhl
Senior Financial Advisor
Financial Planning
Yara Alberto
Financial Planner
Rajin Joshi, CFP®, NSSA®
Financial Planner
David Julian, J.D., CFP®
Head of Estate Planning Senior Financial Planner
Madi Kiani, CFP®
Financial Planner
Portfolio Managers
Joe Biegaj
Portfolio Analyst
Brian Raupp
Portfolio Manager
John Schloegel
Portfolio Manager
Financial Consultants
Jeff Dodson
Senior Financial Consultant
Ross Gorman
Senior Financial Consultant
Brooke Hudson Naghavi
Senior Financial Consultant
Eyal Lavie
Senior Financial Consultant
Kristen L. O'Brien
Senior Financial Consultant
Ale Martinez
Senior Financial Consultant
Compliance Officer
Keith Roberts
Chief Compliance Officer