Your Team

Team Members

Jim Quigley

CFP®, CEPA
Founder & CEO, Lead Wealth Advisor & Strategist

Jennifer Quigley

Partner, Executive

Garrett McGovern

CFP®, CEPA®
Partner & Wealth Advisor, Director of Family Wealth Strategy

Ashley Steiner

Operations Associate

John Steiner

CFA®
Director of Investment Research & Strategy

Chloe Copple

CEPA®
Partner & Wealth Advisor, Director of Business Exit Strategy

Sarah Kiminski

Director of Operations & Client Service

Joletta Pekari

Operations Associate

Miles & Genevieve McGovern

Chief Entertainment Officers

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

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

Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Tom Mullen

Senior Tax Planner