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Our Team

John Moloney

John Moloney

Founder
(1943-2014)

Ron Medley

Ron Medley

President

Phone: 800-628-6002, x3003

Meredith Jones

Meredith Jones

Senior Portfolio Manager

Phone: 800-628-6002, x3059

Brian Corrigan

Brian Corrigan

Portfolio Manager

Phone: 800-628-6002, x3058

Scott Hume

Scott Hume

CFP ®

Phone: 360-671-5900

Arthur Jackson

Arthur Jackson

Phone: 314-646-0611

Joe Muller

Joe Muller

Phone: 314-909-0600

Chase Baute

Chase Baute

Phone: 636-720-1900

Terry Betzelberger

Terry Betzelberger

Phone: 913-451-1442

Chip Bueche

Chip Bueche

Phone: 830-895-3600

Royce Cannon

Royce Cannon

Phone: 615-370-4611

George Casey

George Casey

Phone: 314-909-0600

Randall Duggan

Randall Duggan

Phone: 360-756-3502

Amy Duncan

Amy Duncan

Phone: 303-534-6600

Eric Duncan

Eric Duncan

Phone: 303-534-6600

Peter Ferraro

Peter Ferraro

Phone: 314-277-8289

Andrew Feyerabend

Andrew Feyerabend

Phone: 618-664-1879

Matthew Franchina

Matthew Franchina

Phone: 714-421-3082

Fritz Heil

Fritz Heil

Phone: 314-909-0600

Patrice Henjum

Patrice Henjum

Phone: 507-637-3344

Art Jackson

Art Jackson

Phone: 314-646-0611

Ken Kays

Ken Kays

Phone: 314-909-0600

James Kekeris

James Kekeris

Phone: 314-909-0600

Robert (Bruce) Kersey

Robert (Bruce) Kersey

Phone: 253-358-3907

David LaGrange

David LaGrange

Phone: 515-462-9500

Matthew W. Leisman

Matthew W. Leisman

Phone: 816-293-2569

Matthew Lilleberg

Matthew Lilleberg

Phone: 320-796-4409

Kirk Littlewood

Kirk Littlewood

Phone: 708-248-5100

Jadyn Loedding

Jadyn Loedding

Phone: 208-457-7074

Brian McCauley

Brian McCauley

Phone: 303-623-1255

Jeff Morris

Jeff Morris

Phone: 970-577-1454

Mark Murtha

Mark Murtha

Phone: 651-439-1124

Jim Nelson

Jim Nelson

Phone: 507-637-3344

Gary Notch

Gary Notch

Phone: 314-909-1001

John Patock

John Patock

Phone: 320-441-5619

Edward Prince

Edward Prince

Phone: 913-210-4420

Rick Ruskey

Rick Ruskey

Phone: 314-909-0600

Paul Saxenmeyer

Paul Saxenmeyer

Phone: 954-903-8205

David Wampler

David Wampler

Phone: 830-895-3600

Rebeccca Warren

Rebeccca Warren

Phone: 480-357-8380

Ryan Wieser

Ryan Wieser

Phone: 314-909-0600

William (Brett) White

William (Brett) White

Phone: 941-475-3284

G Donald Steel

G Donald Steel

President &
Chief Executive Officer

Fax Number: 317-575-0480
Phone: 317-575-8804

Thomas Rohn

Thomas Rohn

Executive Vice President &
Chief Financial Officer

Fax Number: 317-575-0480
Phone: 317-575-8804

Eric Steel

Eric Steel

Investment Advisor Representative

Fax Number: 317-575-0480
Phone: 317-805-1329

Christopher Rohn

Christopher Rohn

Investment Advisor Representative

Fax Number: 317-575-0480
Phone: 317-575-8804

Adam Rohn

Adam Rohn

Investment Advisor Representative

Fax Number: 317-575-0480
Phone: 317-575-8804

Darin Hughes

Darin Hughes

Investment Advisor Representative

Fax Number: 317-575-0480
Phone: 317-575-8804

William Holowatuk

William Holowatuk

Phone: 314-909-0600

Teddy Newman

Teddy Newman

Financial Advisor

Phone: 360-756-3504

Aretha Ryan

Aretha Ryan

Financial Advisor

Phone: 360-756-3504

Shane DeSherlia

Shane DeSherlia

Phone: 618-498-8820

Curtis Lund

Curtis Lund

Phone: 505-486-4205

Gene Panasenko

Gene Panasenko

Phone: 929-267-4877

Kathleen Steel

Kathleen Steel

Investment Advisor Representative

Fax Number: 317-575-0480
Phone: 800-735-0368

Rex Russell

Rex Russell

Phone: 817-689-4560

Tara McDonald

Tara McDonald

Phone: 515-462-9500

Todd Nye

Todd Nye

Phone: 314-909-0600

Ion Cangea

Ion Cangea

Phone: 646-206-1720

William Fok

William Fok

Phone: 650-518-6696

Kody Fairfield

Kody Fairfield

Phone: 714-942-1445

Gene Panasenko

Gene Panasenko

Phone: 929-267-4877

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