RYAN SCHRODER
// CEO //
JOE MASELTER
// PRESIDENT OF BROKERAGE //
JAKE JOHNSON
// VP OF OPERATIONS //
OUR PEOPLE ARE OUR GREATEST ASSETS
They are the heart of our brand and define who we are. Every member of our team adheres to the following core values. We are completely focused on delivering advice and services that serve the best interests of our clients – ethically and transparently.
We take responsibility for delivering the results that our clients expect and deserve. We go the extra mile to provide thoroughly researched, efficient and bespoke solutions to meet our clients’ individual needs.
JAMIE SMITH SR
// BROKER ASSOCIATE //
MANASWITA CHOUDHARY
// ACCOUNTANT //
MIKE BODNER
// AGENT ADVISOR //
ANNE KNIFFIN
// OPERATIONS MANAGER //
KAYTEE SCHUGEL
// OPERATIONS //
NICOLE MURRAY
// AGENT ADVISOR //
GENE KOTZ
// AGENT ADVISOR //
ANDRE ANDERSON
// ACQUISITIONS MANAGER //
PAMELA ROBLE
// AGENT ADVISOR //
JOE HARRIS
// AGENT ADVISOR //
