Your Team

Wealth Advisors

Jeremy Matranga

RFC
Founder & Wealth Advisor

Operations

Cindy Matranga

Founder & COO

Madison Matranga

Marketing Coordinator

Jacquelyn Brown

Director of Client Services

Cathy Riley

Tax Specialist

Comfort Team

Roxy Matranga

Chief Comfort Officer

Daisy Matranga

Comfort Associate

Rip Brown

Comfort Associate

Sadie Matranga

Comfort Associate

Bella Matranga

Comfort Associate

Jaxon Riley

Comfort Associate

Thea Riley

Comfort Associate

Investments

Ryan Detrick

CMT®
Chief Market Strategist

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

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Director, Wealth Planning

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Sr. Wealth Planner