Our Wealth Management Team

Jerry Braakman
Jerry Braakman President, Chief Investment Officer
Beth Vasquez, J.D., LL.M
Beth Vasquez, J.D., LL.M Senior Vice President, Chief Fiduciary Officer, Legal Counsel
John Metzger, CFP<sup>®</sup>, AEP<sup>®</sup>
John Metzger, CFP®, AEP® Senior Vice President, National Director of Wealth Management
Stephen C. Minana, J.D., LL.M
Stephen C. Minana, J.D., LL.M Senior Vice President, Legal Counsel
David Yoo
David Yoo Senior Vice President, Director of Tax and Financial Planning
Kenneth E. Petersen, Jr., J.D.
Kenneth E. Petersen, Jr., J.D. Senior Vice President, Wealth Management Advisor
Shelby Arians
Shelby Arians Vice President, Wealth Management Advisor
Bernard J. Bartenstein, CFP<sup>®</sup>, CSS<sup>™</sup>
Bernard J. Bartenstein, CFP®, CSS™ Vice President, Wealth Management Advisor
Mark Guthrie
Mark Guthrie Vice President, Wealth Management Advisor
Tor Hall
Tor Hall Vice President, Wealth Management Advisor
Jacob “Jake” Hutchinson, AIF<sup>®</sup>
Jacob “Jake” Hutchinson, AIF® Vice President, Wealth Management Advisor
Scott K. Laudeman, CFA<sup>®</sup>
Scott K. Laudeman, CFA® Vice President, Wealth Management Advisor, Portfolio Manager
Jay Robinson-Duff III, CFA<sup>®</sup>
Jay Robinson-Duff III, CFA® Vice President, Wealth Management Advisor
Jamie Kim, J.D., LL.M
Jamie Kim, J.D., LL.M Senior Vice President, Legal Counsel, Senior Relationship Manager
Scott N. Sacchi, J.D., LL.M, CTFA<sup>™</sup>, TEP
Scott N. Sacchi, J.D., LL.M, CTFA™, TEP Senior Vice President, Senior Relationship Manager
Nicholas W. Henry, WMCP<sup>®</sup>, BFA<sup>™</sup>
Nicholas W. Henry, WMCP®, BFA™ Vice President, Senior Relationship Manager and Wealth Planning Strategist
Jody Hudson, CTFA<sup>™</sup>, ATFA
Jody Hudson, CTFA™, ATFA Vice President, Senior Relationship Manager
Henry Tanaka, CTFA<sup>™</sup>, ChSNC<sup>®</sup>, NQPC<sup>™</sup>
Henry Tanaka, CTFA™, ChSNC®, NQPC™ Vice President, Senior Relationship Manager, Manager of Retirement Plan Services
Erin Ben-Judah, CTFA<sup>™</sup>
Erin Ben-Judah, CTFA™ Vice President, Senior Relationship Manager
Doen Hurst, ATFA
Doen Hurst, ATFA Vice President, Relationship Manager
Colin Slote, CTFA<sup>™</sup>, ATFA
Colin Slote, CTFA™, ATFA Vice President, Relationship Manager
Angela Taylor
Angela Taylor Vice President, Relationship Manager
Krista Yonkers
Krista Yonkers Vice President, Relationship Manager
Jason Dee
Jason Dee Associate, Relationship Manager
Anthony Pennise, CFP<sup>®</sup>
Anthony Pennise, CFP® Senior Wealth Strategist
Briggs Wright, CFP<sup>®</sup>
Briggs Wright, CFP® Wealth Strategist
Scott Dudgeon, CFA<sup>®</sup>
Scott Dudgeon, CFA® Director, Equity Research
Jason Nerio
Jason Nerio Senior Vice President, Director of Investment Research and Strategy
Linden Letcher
Linden Letcher Principal Investment Analyst
Bruce Schoenfeld CAIA<sup>®</sup>
Bruce Schoenfeld CAIA® Principal Investment Analyst
Daniel Ast, CFA<sup>®</sup>
Daniel Ast, CFA® Senior Vice President, Senior Portfolio Manager
William G. Lugaro, CFP<sup>®</sup>
William G. Lugaro, CFP® Senior Vice President, Senior Portfolio Manager
Steven M. Ruth, CFA<sup>®</sup>
Steven M. Ruth, CFA® Vice President, Senior Portfolio Manager
Pierre Schutte, CFA<sup>®</sup>
Pierre Schutte, CFA® Vice President, Senior Portfolio Manager
Jason Rolence, CFA<sup>®</sup>
Jason Rolence, CFA® Senior Portfolio Manager
Robert C. Lopez, CFA<sup>®</sup> and CAIA<sup>®</sup>
Robert C. Lopez, CFA® and CAIA® Vice President, Portfolio Manager, Principal Investment Analyst
Michael L. Serrano
Michael L. Serrano Vice President, Portfolio Manager
Matthew Marshall
Matthew Marshall Portfolio Officer
Robert
Robert "Chip" Graham Vice President, Director of Real Estate Services
Robert Krick
Robert Krick Vice President, Real Estate Officer
Cathie Panis, CPM<sup>®</sup>
Cathie Panis, CPM® Vice President, Real Estate Officer