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, VP
Oversees the firm's investment management and advisory platforms, providing strategic leadership and direction across the RIA. He also oversees the Investment Committee, participating in the firm's investment strategy, oversight, and decision-making process.
Bailey Owens
Adviser Services Manager
Responsible for providing comprehensive managed account support and service to advisers and clients. Specializes in supporting relationships and operations for the Charles Schwab custody platform. He serves as a member of the Investment Committee, contributing to the firm's investment oversight and decision-making process.
Evan Kretz
Adviser Services Representative
Responsible for supporting relationship and operations for the Fidelity Custody platform as well as Black Diamond adviser training and assisting with the development of illustrations for prospective managed accounts.
Ryan Wright
Investment Manager
Responsible for leading firm's equity research team and overseeing portfolio management and construction of the firm's In-House managed accounts. Also heads up the Investment Committee, helping guide investment strategy, portfolio decisions, and ongoing oversight.
Braeden Bryant
Junior Investment Analyst
Responsible for supporting the team's investment research and portfolio analysis, contributing to the evaluation and ongoing monitoring of investment strategies. Also serves as a member of the Investment Committee, providing analytical insight to support investment decisions and portfolio oversight.
Ian Reid
Financial Analyst/Project Associate
Ian contributes to the team's investment research and review process while supporting overall portfolio construction and analysis. He also handles the team's strategic projects and serves as a member of the Investment Committee, contributing to investment evaluation, portfolio decisions, and ongoing oversight.
Chris Trine
Fee Administrator/VA Management
Responsible for handling and overseeing the firm's managed accounts billing, fee maintenance, and advisory fee support, helping ensure accuracy and efficiency across the firm's managed account platforms. She also oversees the trading and ongoing monitoring of the firm's variable annuity management program.
Cole Schroeder
Trade Coordinator
Responsible for leading the team that executes trading across the firm's In-House brokerage managed accounts. Oversees account-level trading related to distributions, contributions, cash needs, and other clients-directed activity, helping ensure accurate and timely execution across managed portfolios.
Adam Novelen
Junior Trade Associate
Responsible for supporting the ongoing oversight of the firm's managed accounts, executing trades across Brokerage Managed accounts, and assisting with the development of illustrations for prospective managed accounts.
Brent Anderson
Data Controller/Self-Directed Management
Responsible for supporting account input, updating and setup, as well as the ongoing oversight and trading of the firm's Self-Directed managed accounts. In collaboration with other team members, also assists with the development of illustrations for prospective managed accounts.
Carrie Kuhns
Data Controller
Responsible for supporting account input, updating and setup across the firm's various technology platforms, helping ensure accurate and efficient account establishment and ongoing administrative support.
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.