Strategy & Solution Design Team

Strategy & Solution Design Team

Jordan Smith

Jordan Smith, JD, LLM

Vice President, Advanced Design

Joseph Opiela

Joseph Opiela, CFA

Director of Financial Planning

Andrew Dean

Andrew Dean

Associate Director

Jake Elias

Jake Elias, CFP®, MBA

Investment Analyst

Demetrius Edwards

Demetrius Edwards, MBA

Investment Analyst

Brandon Tutak

Brandon Tutak

Investment Analyst