Meet the Team

With over 100 years combined industry experience, our team of experts are here to help.  Click on a name to get to know us!

Executive Team

Mike Teeples
CEO

Brad Adams
CEO of Business Solutions

Wendy Moris
President

Financial

Daryn Parker
Financial Team Director

Kristi Ingrum
Financial Team Director

Jason Palmer
Senior Financial Consultant

Ray Schindler
Senior Financial Consultant

Brooke Grimshaw
Senior Financial Consultant

Ryan Palermo
Senior Financial Consultant

Bob Forsythe
Senior Financial Consultant

Thomas Neal
Senior Financial Consultant

Will Mosley
Senior Financial Consultant

Mark Anderson
Senior Financial Consultant

Maya Hayes
Senior Financial Consultant

Tina Cohan
Financial Compliance Senior

Kyle Johnson
Financial Consultant

Megan Sadowsky
Financial Consultant

Jon Ahlvers
Financial Consultant

Josh Trainer
Financial Consultant

Regulatory

Stacey Brigham
Regulatory Director

Ray Medina
Regulatory Consultant

Marketing 

Kate Young
Marketing Strategist

Network Services

Margie Mersman
Senior Network Services Consultant

Joyce Staples
Network Services Analyst

Akilah McDaniel
Network Services Analyst

Human Resources

Lea Blades
Senior HR Consultant

Administrative

Erin Haddock
Senior Client Project Coordinator

Andrew McDowell
Accounting Clerk

Kelsey Specht
Client Project Coordinator

Amanda Marble
Office Coordinator