Our Team

Nate M. Kosman, AIF®

CEO

Paul A. Ganim

Director of Compliance & Education

John J. Maddrill, CFP®, CLU®, LUTCf®

Business Development Specialist

Tracy L. Smith

Director of Marketing &
Training Development

Max N. Kosman

IA Strats Specialist

Trenton Macke

IA Strats Trader

Jakye Mendez

Remote IA CRS

Randy Hein, CFP®

Case Design Specialist

Michael Buell

IA Strats Trader

Kati Tynan

Remote IA CRS