Our Team

Chief Executive Officer

Bob Curtis
Tel: 800-743-6938

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President / Chief Technology Officer

Tony Leal
Tel: 800-743-6938

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Chief Operating Officer

Jaime Proctor
Tel: 800-743-6938

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Chief Financial Officer

Matt Trout
Tel: 800-743-6938

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EVP, Sales

Kevin Hughes
Tel: 800-743-6938

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Head of Training

Matt Thompson, CFP®
Tel: 800-743-6938

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Head of Client Services

Jessica Day
Tel: 800-743-6938

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Head of Client Success

Tyler Clark, CFP®
Tel: 800-743-6938

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