Your Team

Wealth Advisors

Lori Daff-Siggins

President, Wealth Advisor

Jaclyn S. Jensen-Withey

Wealth Advisor

Operations

Deborah L. Daff-Siggins

Chief Operating Officer

Kimberly Emery

Client Associate

Jennifer Kasander

Executive Assistant

Patricia Pollard

Client Associate

Alicia M Reed

REGISTERED CLIENT ASSOCIATE, DIRECTOR OF OPERATIONS

Eric Stephans

Client Associate

Elizabeth Zicha

Executive Assistant

Advanced Solutions Team

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Jody Jackson

FPQP™
Paraplanner

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Beth Schanou

JD
Senior Wealth Planner

Krista Thompson

CPA
Senior Wealth Planner

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Ryan Yamada

CFP®
Planner

Investments

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Scott Kubie

CFA®
Senior Investment Strategist

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

Portfolio Manager

Vishnu Lekraj

Co-Portfolio Manager

Josh Russell

Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Research Department

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Brett Carson

CFA®
Director of Research

Jake Bleicher

CFA®
Co-Portfolio Manager

Kellie L. Duffy

Senior Trade Operations Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Senior Trade Support Specialist