Our NWCM Team

Wealth Advisors

Brent Petty

CFP®, AIF®
Managing Director, Partner, Senior Investment Advisor

Frederick J. Payne, Jr.

CFP®
Senior Investment Advisor

Scott Rhodes

CFA®
Senior Investment Advisor, Partner

Jason Alvarado

CFP®
Senior Wealth Planner

Mary Johnson

CFP®, AAMS®
Senior Wealth Planner

Chris Martin

Senior Investment Advisor

Carl Schopfer

CFP®
Senior Investment Advisor

Operations

Thomas Resner

Director of Retirement Plan Operations

Client Services

Shannon Spencer

Client Service Manager

Christina Fox

Client Service Manager

Retirement Plan Service

Nicholas Axline

QKA®
Associate, Retirement Plan Service

Valerie Haley

QKA®
Associate, Retirement Plan Service

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Drew Reisdorff

Senior Trader

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Senior Wealth Planner

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Scott Berryman

JD
Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions