Your Investment Management Team
Your Investment Management Team
Dedicated to delivering thoughtful strategy, responsive support and personalized service for every client.
Dedicated to delivering thoughtful strategy, responsive support and personalized service for every client.
Kregg Rooze - Managed Account Director
Oversees all facets of the management and advisory platforms
along with heading up the investment committee.
Bailey Owens - Research Analyst
Responsible for adviser and client managed account assistance and service. A member of the investment committee.
Ian Reid - Investment Manager/Analyst
Responsible for the firm’s In-House mutual fund and ETF research along with overall portfolio construction. A member of the investment committee.
Ryan Wright - Investment Manager
Responsible for leading a team for equity stock research and
portfolio oversight along with overall portfolio construction. A member of the investment committee.
Braeden Bryant - Trade Associate
Responsible for assisting the team with investment and
portfolio analysis. A member of the investment committee.
Christine Trine - Fee Administrator/
Variable Annuity Managemen
Primarily responsible for managed account billing, fee maintenance, and overall advisory fee support. Also oversees the firm’s Variable Annuity management trading and monitoring.
Brent Anderson - Data Controller/
Self-Directed Management
Responsible for assisting with account input and account setup along with oversight and trading of the firm’s Self-Directed managed accounts.
Carrie Kuhns - Data Controller
Responsible for assisting with account input and account setup among the various firm’s technology programs.
Cole Schroeder - Trade Coordinator
Responsible for assisting the team with managed account oversight, trading on the brokerage managed accounts, and illustration development.
Evan Kretz - Trade Associate
Responsible for assisting in managed account oversight, trading in Brokerage Managed accounts, and illustration development.
Kregg Rooze - Managed Accounts Director
Kregg leads the firm’s advisory business strategy, focusing on overall sales growth and adviser success. He supports platform enhancements and serves as a senior resource for general advisory business development.
Jamie Barber - Adviser Advocate, Sales & Growth
Jamie works closely with advisers to support sales initiatives and business growth. She is the primary contact for questions related to In-House management and overall advisory support.
Bailey Owens - Research Analyst
Bailey provides research and support for the firm’s managed accounts and ADM platform. He also assists with investment-level questions within In-House strategies.
Ryan Wright - Investment Manager
Ryan manages brokerage strategies with a focus on equities, fixed income and income-generating portfolios. He helps develop and oversee In-House investment models tailored to client needs.
Ian Reid - Investment Manager/Analyst
Ian conducts mutual fund and ETF research and contributes to In-House investment strategy development. He supports the ongoing management of brokerage accounts.
Jimmy Kelley - Portfolio Manager
Jimmy oversees the Fundamental Opportunities brokerage strategy, identifying value-based investment opportunities. He manages portfolios using a research-driven, long-term approach.
Cole Schroeder - Trade Coordinator
Cole handles day-to-day trade processing for In-House managed accounts. He is a key contact for account-specific trading questions and operations support.
Brayden Bryant - Trade Associate
Brayden supports trading functions and account maintenance within In-House brokerage managed accounts. He assists advisers with general trading and operational questions.
Christine Trine - Fee Administrator/Variable Annuity Management
Christine handles the billing and fee payouts for all firm managed accounts. She also supports administrative functions related to In-House variable annuities management.
Brent Anderson - Data Controller/Self-Directed Management
Brent is responsible for helping set up and maintaining advisory accounts. He also supports administrative functions related to Self-Directed management.
Carrie Kuhns - Data Controller
Carrie is responsible for setting up and maintaining advisory accounts and client communications. She handles account paperwork including data entry and oversight.