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Our Team

Executive Team
·  Karl E. Hansen ·  Rae Lee Olson
 
Account Executives/Managers
·  Allison Barrett-Smith
·  Amy Byrne
·  Jayne Drake
·  Ken Goth
·  Jason Lombardi
 ·  Anna Mendoza
·  Trevor Olsen
·  Mariko Ryon
·  Ellen L. Schortgen
·  James Shen
 
Specialists/Assistants
·  Stephanie Barton
·  Rachel Bennett
·  Marissa Davis
·  Lindsey Doukas
·  Elizabeth Helton
·  Christophe Jauffret		 ·  Paige Killeen
·  Matt Lundsten
·  E.J. Nham
·  Stuart Olson
·  Walt Waldin
·  Krissy Willingham
 
Service Center
·  Robin Bantleman
·  Anika Brown		 ·  Trish Monroe
 
Information Technology
·  Brian Davis
·  Gene Miller		 ·  Rebecca Seggel
·  Roger Stodola
 
Business Operations
·  Fred Hansen
·  Ben Huggins		 ·  Melinda Hom
·  Paul Zahorsky


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California Department of Insurance License #0581175
Securities offered through Liberty Group, L.L.C.
Member FINRA, SIPC, MSRB, Registered Investment Advisor