Our People (aka - our secret sauce) are at the heart of our business. Clients choose us not because of our shiny website or a snazzy marketing campaign, but out of trust.

Adrienne Thorson

Chairwoman & CEO

Elle Goetzke

Elle Goetzke

Chief Operating Officer

Shaunda Clark


John Major

Vice President
Gov't & Institutional Funds

James Zussman

Senior Vice President
Financial Institutions Sales

Kyle Tamblingson

Business Development Manager

Cole Tecza

Manager, Financial Institutions

Ericka Seftar

Director, Financial Institutions

Jessie Bader

Director, Client Services