Our Team
Management Team
Joe Bogdahn
Chairman
Mike Welker, CFA
President / CEO
Bryan Bakardjiev, CFA
Chief Operating Officer
Heather Bogdahn
Chief Financial Officer
Troy Brown, CFA
Director of Consulting
Steve Gordon
Director of Retirement Solutions
Consultant Team
Mike Bostler
Senior Consultant
Jon Breth, CFP
Senior Consultant
Richard Holbein
Senior Consultant / Private Equity Specialist
Brian King
Senior Consultant
John Mellinger
Senior Consultant
Tim Nash
Senior Consultant
Ron Partain
Senior Consultant
Dave West, CFA
Senior Consultant
Dan Johnson
Consultant
Peter Brown
Consultant / Real Estate Specialist
Jack Evatt
Consultant
Dick Boggs
Senior Consultant
David Ray
Internal Consultant
Jacob Peacock
Qualified Plan Consultant
Research Team
Rob Little, CFA, CPA
Director of Research
Julie Baker, CFA
Research Analyst
Jim Mooney
Research Analyst
John Thinnes, CFA, CAIA
Research Analyst
Chip Wooten
Research Analyst
Performance Measurement Team
John Rodak, CIPM
Director of Performance Measurement
Donna Sullivan
Senior Performance Analyst
Misha Bell
Performance Analyst
Lauren Cappello
Performance Analyst
Tala Chin
Performance Analyst
Jill Lukas, CPA
Performance Analyst
Albert Sauerland
Performance Analyst
Operations Team
Richard Spurgeon, CFA
Chief Compliance Officer
Jason Purdy
Director of Information Technology
Patrick Brown
Business Development Associate
