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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.