ARGI FINANCIAL GROUP - Key Persons


Abby Blandford

Job Titles:
  • Accountant

Abigail Miles

Job Titles:
  • Financial Advisor

Adam Hornek

Job Titles:
  • Senior Financial Advisor

AJ Zimmerman

Job Titles:
  • Wealth Planner

Alec Broughton

Job Titles:
  • Financial Advisor

Alex McClure

Job Titles:
  • Trading & Investment Associate

Ally Reeves

Job Titles:
  • Financial Advisor

Amanda Harris

Job Titles:
  • Senior Accountant

Amanda Yearns

Job Titles:
  • Retirement Plan Service Coordinator

Andrew Utley

Job Titles:
  • Trading & Investment Associate

Andrew Verdeyen

Job Titles:
  • Senior Financial Advisor

Andria Brewer

Job Titles:
  • Marketing Manager

Angel Spillers

Job Titles:
  • Client Service Administrator

Angie Duncan - CFO

Job Titles:
  • Chief Financial Officer
  • Senior Business Advisor, ESOP and M & a

Angie Morrison - CFO

Job Titles:
  • Chief Financial Officer

Anita Walker

Job Titles:
  • Receptionist and Client Experience Administrator

Anne Elliott

Job Titles:
  • Client Relationship Specialist

April Essex

Job Titles:
  • Senior Tax Accountant

ARGI Max

Job Titles:
  • Trust Services

Ashley Hembree

Job Titles:
  • Senior Financial Advisor

Austin Jones

Job Titles:
  • Senior Financial Advisor

Austin Schreck

Job Titles:
  • Financial Advisor
  • Manager

Barbara Passafiume

Job Titles:
  • Risk Management Operations Manager

Becky Kingery

Job Titles:
  • Client Service Administrator
  • Retirement Plan Process Specialist

Ben Hardin

Job Titles:
  • Financial Advisor

Bethany Gibson

Job Titles:
  • Senior Accountant

Bill Armistead

Job Titles:
  • Senior Tax Advisor

Blake Ditto

Job Titles:
  • Senior Accountant

Bob M Thieman

Job Titles:
  • Accountant

Boone Lewis

Job Titles:
  • Financial Advisor

Brad Fry

Job Titles:
  • Investment Analyst

Brad Nenni

Job Titles:
  • Financial Associate

Brady Crawford

Job Titles:
  • Data & Operations Analyst

Brenda Johnson

Job Titles:
  • Advisor

Brian Casey

Job Titles:
  • Senior Financial Advisor

Brian Mattingly

Job Titles:
  • Investment Analyst

Caleb Lee

Job Titles:
  • Financial Advisor

Cameron Brown

Job Titles:
  • Senior Financial Advisor

Carlie Palmer

Job Titles:
  • Director of Corporate Relations

Carman Phillips

Job Titles:
  • Corporate Relations Strategist

Carol Clark

Job Titles:
  • Business Services Administrator

Carol Vowels

Job Titles:
  • Business Services Administrator

Caroline Koenig

Job Titles:
  • Client Service Administrator

Carrie Grey

Job Titles:
  • Manager

Cathleen Westfall

Job Titles:
  • Senior Accountant

Charlene Chessler

Job Titles:
  • Tax & Business Advisor

Chase Norcini

Job Titles:
  • Trading & Investment Associate

Cheri Denise Butts

Job Titles:
  • Client Experience Administrator

Chris Carter

Job Titles:
  • Senior Business & Tax Advisor

Christina Davis

Job Titles:
  • Senior Manager, Client Experience

Christina Simpson

Job Titles:
  • Receptionist

Christina Stone

Job Titles:
  • Risk Management Advisor

Christy Craig

Job Titles:
  • Senior Tax & Business Advisor

Chuck McCurdy

Job Titles:
  • Investment Analyst

Claudia Showers

Job Titles:
  • Business Services Administrator

Clay Keeley

Job Titles:
  • Manager of Investment Education & Communication

Clint Eakles

Job Titles:
  • Senior Financial Advisor

Colin Gray

Job Titles:
  • Managing Director - Personal Planning Division

Colin Wheeler

Job Titles:
  • Senior Financial Advisor

Connor Powell

Job Titles:
  • Financial Forecasting & Analysis Manager

Courtney Gentry

Job Titles:
  • Client Experience Administrator

Courtney Woolever

Job Titles:
  • Employee Engagement Coordinator

Craig Nance

Job Titles:
  • Senior Business Services Advisor

Dalton Rinehart

Job Titles:
  • Multimedia Specialist

Dan Cupkovic

Job Titles:
  • Director, Investments

Danette Barnes

Job Titles:
  • Senior Accountant

Daniel Poff

Job Titles:
  • Director Project Management Office

Danni Lee

Job Titles:
  • Talent Acquisition Manager

Darcy James

Job Titles:
  • Tax & Business Advisor

Dawn Walters

Job Titles:
  • Client Experience Coordinator

Dena Clifford

Job Titles:
  • Client Relationship Specialist

Dena Nelsen

Job Titles:
  • Senior Financial Advisor

Denise Bright

Job Titles:
  • Operations Specialist

Dustin Kindervater

Job Titles:
  • Staff Accountant

Elaine Phillips

Job Titles:
  • Senior Accountant

Eldar Feyzulov

Job Titles:
  • Financial Advisor

Ellie Snyder

Job Titles:
  • Financial Advisor

Emily Herring

Job Titles:
  • Tax & Business Advisor

Emily Lykins

Job Titles:
  • Client Account Manager

Emily Trujillo

Job Titles:
  • Senior Marketing Manager

Erin O'Reilly

Job Titles:
  • Financial Advisor

Felicia Cole

Job Titles:
  • Client Experience Administrator

Gabriel Turner

Job Titles:
  • Data Engineer

Gavin Koenig

Job Titles:
  • Senior Financial Advisor

Hannah Crockett

Job Titles:
  • Client Operations Analyst

Indu Chhachhi

Job Titles:
  • Senior Financial Advisor

Jacey Dakin

Job Titles:
  • Senior Accountant

Jaclyn Hood

Job Titles:
  • Accounting & Payroll Coordinator

Jacob Clemons

Job Titles:
  • Supervisor

Jacob Ward

Job Titles:
  • Tax & Business Advisor

Jamie Berens

Job Titles:
  • Regional Client Experience Manager

Jamie Weissman

Job Titles:
  • Senior Retirement Plan Advisor

Jan Peebles - Chief Compliance Officer

Job Titles:
  • Chief Compliance Officer

Jason Brangers

Job Titles:
  • Senior Business & Tax Advisor

Jason Simpson

Job Titles:
  • Financial Advisor

Jason Waters

Job Titles:
  • Vice President, Personal Planning Division

Jean Steffan

Job Titles:
  • Accounting Coordinator

Jeff Graf

Job Titles:
  • Senior Retirement Plan Advisor

Jenna Crockett

Job Titles:
  • Client Service Administrator

Jennifer Huelsman

Job Titles:
  • Senior Financial Advisor

Jeremy Davis

Job Titles:
  • Senior Financial Advisor

Jessie Angulo

Job Titles:
  • Client Experience Administrator

Jill Reiter

Job Titles:
  • Manager

Jim Trujillo

Job Titles:
  • Senior Retirement Plan Advisor

Joe Reeves - CEO

Job Titles:
  • Chief Executive Officer

Joe Surrell

Job Titles:
  • Director, Risk Management

Joe Tichenor

Job Titles:
  • Senior Financial Advisor

Joe Zurschmiede

Job Titles:
  • Financial Advisor & Legal Strategist

Johanna Furlong

Job Titles:
  • Senior Compliance Specialist

John Stanovich

Job Titles:
  • Senior Financial Advisor

Jon Dannemiller

Job Titles:
  • Senior Risk Management Advisor

Jonah Gelhaus

Job Titles:
  • Financial Advisor

Jordan Bales

Job Titles:
  • Alternative Investment Associate

Josh Anderson

Job Titles:
  • Infrastructure, Cloud & Security Specialist

Josh Herman

Job Titles:
  • Tax & Business Advisor

Joshua Johnson

Job Titles:
  • Financial Advisor

Julie Marlow

Job Titles:
  • Business Services Administrator

Julio Driggs

Job Titles:
  • Senior Financial Advisor

Justin Barley

Job Titles:
  • Financial Advisor

Justin Duncan

Job Titles:
  • Compliance Manager

Justin Mitchell

Job Titles:
  • IT Support Analyst

Juston Betz

Job Titles:
  • Financial Associate

Kameron Terrel

Job Titles:
  • Client Experience Administrator

Karen Clinkenbeard

Job Titles:
  • Senior Accountant

Karen Hunley

Job Titles:
  • Client Service Administrator

Katelynn Hopper

Job Titles:
  • Client Account Manager

Kathy Goodman

Job Titles:
  • Senior Dental Business Advisor

Katie Butler

Job Titles:
  • Tax & Business Advisor

Katie Pfeifer

Job Titles:
  • Managing Director - Corporate Relations / Senior Financial Advisor

Katie Stenger

Job Titles:
  • Client Experience Administrator

Kelly Emerine

Job Titles:
  • Business Development for Multi - Family Office

Kelly Mangum

Job Titles:
  • Client Account Manager

Kendra Thornburg

Job Titles:
  • Business Services Administrative Manager

Kevin Boddy

Job Titles:
  • Trading & Investment Associate

Kevin Costello

Job Titles:
  • Client Engagement Specialist

Kevin Lynch

Job Titles:
  • Senior Financial Advisor

Kim Graven

Job Titles:
  • Client Engagement Specialist

Kim Wade

Job Titles:
  • Business Development

Kris Gasparac

Job Titles:
  • Systems Administrator

Kristie Bonifer

Job Titles:
  • Client Relationship Specialist

Kyle Kursim

Job Titles:
  • Senior Financial Advisor

Laura Watts

Job Titles:
  • Business Services Administrator

Lauren Seaman - CHRO

Job Titles:
  • Director, Human Resources

Laurie Cortner

Job Titles:
  • Financial Advisor

Leah Silletto

Job Titles:
  • Workforce Development Specialist

Leslie Ballantine

Job Titles:
  • Retirement Plan Advisor

Leslie Tudor

Job Titles:
  • Corporate Relations Specialist

Lindsey Addison Shimin

Job Titles:
  • Retirement Plan Services Administrative Manager

Lindsey Chastain

Job Titles:
  • Accounting Manager

Lisa Thompson

Job Titles:
  • Senior Accountant

Luke Ramey

Job Titles:
  • Financial Advisor

Maddie Costlow

Job Titles:
  • Corporate Relations Analyst

Marc Sanborn

Job Titles:
  • Senior Financial Advisor

Maria Weis

Job Titles:
  • Staff Accountant

Mark Brown

Job Titles:
  • Senior Business Services Advisor

Mark Josefczyk

Job Titles:
  • Strategic Partnership Specialist

Mark Priebe

Job Titles:
  • Retirement Plan Advisor

Marsha Logsdon

Job Titles:
  • Receptionist & Business Services

Matt Watkins

Job Titles:
  • Director of Multi - Family Office

Matt Westfall

Job Titles:
  • Director, Investments Operations

Matthew Hay

Job Titles:
  • Staff Accountant

Max Orwick

Job Titles:
  • Tax & Business Advisor

Megan Tivitt

Job Titles:
  • Senior Accountant

Michael Bryan

Job Titles:
  • Vice President, Business Services Division

Mike Waldridge

Job Titles:
  • Vice President, Investments
  • Vice President, Investments Division

Mirza Ugarak

Job Titles:
  • Financial Advisor

Morgan McDowell

Job Titles:
  • Tax Compliance Process Manager

Morgan Simpson

Job Titles:
  • Senior Accountant

Morgan Wyatt

Job Titles:
  • Staff Accountant

Neal Donhoff

Job Titles:
  • Senior Financial Advisor

Neil Quinlan - President

Job Titles:
  • President

Nick Jackson

Job Titles:
  • Retirement Plan Advisor

Nick Papachristou - CMO

Job Titles:
  • Chief Marketing Officer

Nick Sheeley

Job Titles:
  • Tax & Business Advisor

Nikki Hollis

Job Titles:
  • Senior Tax & Business Advisor

Patrick McGuire

Job Titles:
  • Senior Tax & Business Advisor

Payton Sims

Job Titles:
  • Corporate Relations Associate

Philip Logsdon

Job Titles:
  • Senior Manager

Philip Tivitt

Job Titles:
  • Tax & Business Advisor

Rashad King

Job Titles:
  • Tax & Business Advisor

Ray Llewellyn

Job Titles:
  • Senior Financial Advisor

Raymond Keith

Job Titles:
  • Retirement Plan Advisor

Rebecca Anderson

Job Titles:
  • Business Services Engagement Manager

Richie Phares

Job Titles:
  • Alternative Investment Advisor

Rob Tittle

Job Titles:
  • Financial Advisor

Ron Beaton

Job Titles:
  • Senior Financial Advisor

Ron Butt

Job Titles:
  • Senior Financial Advisor

Ron Rhoades

Job Titles:
  • Financial Advisor & Content Specialist

Russ Curry

Job Titles:
  • Financial Advisor

Ryan Burch

Job Titles:
  • Portfolio Manager

Ryan Eversole

Job Titles:
  • Senior Financial Advisor

Sarah Durham

Job Titles:
  • Senior Accountant

Sarah Patton

Job Titles:
  • Accountant

Scott Kisselbaugh

Job Titles:
  • Senior Manager

Seth Newby

Job Titles:
  • Financial Advisor

Shane Hall

Job Titles:
  • Senior Financial Advisor

Shannon Jenkins

Job Titles:
  • Director, Business Advisory Services

Sheila Brandenburg

Job Titles:
  • Senior Accountant

Shelby Babcock

Job Titles:
  • Chief of Staff

Shelby Dillon

Job Titles:
  • Client & Business Services Administrator

Stephanie Broughton

Job Titles:
  • Director, Retirement Plan Solutions

Stephen Klingler

Job Titles:
  • Financial Advisor

Stephenie Farrow

Job Titles:
  • Business Services Advisor

Steve Roy

Job Titles:
  • Senior Accountant

Steve Wahl

Job Titles:
  • Senior Financial Advisor

Steven Beck

Job Titles:
  • Financial Advisor & Legal Strategist

Steven Kramer

Job Titles:
  • Senior Financial Advisor

Suzi Dennis

Job Titles:
  • Compensation & Benefits Manager

Tabitha Negron

Job Titles:
  • Client Account Manager

Tammy Golde

Job Titles:
  • Senior Manager, Planning Education & Quality Control

TC Smith

Job Titles:
  • Accountant

Tessa Carr

Job Titles:
  • Receptionist

Thomas Stasel

Job Titles:
  • Staff Accountant

Tim Cooper

Job Titles:
  • Senior Accountant

Tim Hunt

Job Titles:
  • IT Systems Manager

Tina Freeman

Job Titles:
  • Regional Client Experience Manager

Todd Gruenig

Job Titles:
  • Senior Financial Advisor

Tricia Mattingly

Job Titles:
  • Receptionist & Business Services

Trina Durbin

Job Titles:
  • Client Service Administrator

Tyler Jenkins

Job Titles:
  • Senior Accountant

Vince Mazzone

Job Titles:
  • Tax & Business Advisor

Wesley Jorette

Job Titles:
  • Accountant

Will Spence

Job Titles:
  • Investment Advisor

Zach Johnstone

Job Titles:
  • Director, IT

Zachary Woodward

Job Titles:
  • Senior Financial Advisor

Zack Payne

Job Titles:
  • Financial Advisor