Our People

Ryan F. Barradas, CLU®
Managing Partner, Insurance Advisory Services – Phoenix

Tim Young
Managing Partner, Business Advisory Services – Phoenix

Michael Olson, CLU®, ChFC®, CFP®, MSFS
Partner – Phoenix

Kevin M. McMahon, CLU®, ChFC®
Partner – Denver

Peter Miterko, J.D., LL.M., CEPA
Partner  – Denver

John Kraemer, CSPGCM
Partner  – San Diego

Frank Caputo, CEPA
Partner – Phoenix

John Chionchio, CEPA
Partner – Phoenix

Mark Winter, CLU®, ChFC®, AEP®     
Partner – Los Angeles

Vince Brunoforte
Senior Client Advisor – Phoenix

Belinda Kraemer
Client Advisor – San Diego

Aidan Elliott, CFP®
Client Advisor  – Denver

Tom O’Brien
Client Advisor – Phoenix

Shelley Forman, CPA
Director of Accounting & Finance – Phoenix

Savannah Wolach
Director of Operations – Phoenix

Michael Kenneth, CPA
Director of Solutions – Phoenix

Karen Bach
Director of Communications – Phoenix

Luke Ehinger, ChFC®, CLTC®
Senior Solutions Analyst – Phoenix

Johanna Hoffman
Client Ambassador – Phoenix

Steven Herrera, CLU®
Solutions Analyst – Los Angeles

Amanda Carr
Solutions Analyst  – Denver

Arnaldo Savoretti
Solutions Analyst – Phoenix

Kenisa Whitten
Client Coordinator – Phoenix

Amanda Messner
Client Coordinator – Phoenix

Valerie Juhl
Client Concierge – Phoenix

Mary Usher
Client Concierge – San Diego

Ashley Conard
Client Concierge  – Denver

Caroline Diaz
Executive Assistant – Phoenix

Jody Filaski
Client Concierge – Los Angeles