Ƶapp

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Leadership

Meet our exceptional team of leaders.

Our leadership team is dedicated to delivering what matters to our Financial Professionals and their clients. We remain committed to a culture built on independence, integrity, professionalism and support for the entire Ƶapp family.

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Executive Leadership Team

Headshot Walters, Chris
Chris Walters
Chief Executive Officer
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Headshot Mackay, Todd
Todd Mackay
President, Wealth Management
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Headshot Austin, Blynn
Blynn Austin
VP, Communications
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Headshot Balley, Tabitha
Tabitha Bailey
Chief Legal Officer
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Headshot Gajaldo, Erin
Erin Gajdalo
Chief Delivery Officer
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Headshot McClellen, Chris
Chris McClellen
Chief Technology Officer
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Headshot Mehlman, Marc
Marc Mehlman
Chief Financial Officer
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Headshot Woodard Cole, Beckey
Beckey Woodard Cole
Chief Human Resource Officer
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Business Leaders

Headshot Aluru, Suman
Suman Aluru
VP, Software Engineering
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Headshot Biddick, Nate
Nate Biddick, CFP®
VP, Community & Advisor Engagement
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Headshot Duggan, Andrew
Andrew Duggan
VP, Finance
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Headshot Golden, Christine
Christine Golden
VP, Marketing
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Ivan Gruhl, CFA®
Ivan Gruhl, CFA®
VP, Co-Chief Investment Officer
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Jennifer Hutchins, CFA®
Jennifer Hutchins, CFA®
Co-Chief Investment Officer
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Headshot Kobs, Mike
Michael Kobs
VP, Enterprise Relationships & Business Consulting
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Headshot Kocher, Dan
Dan Kocher
VP, Service Excellence
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Headshot Loner, Melissa
Melissa Loner
Chief Compliance Officer
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Headshot Manton, Holly
Holly Manton, CFP®
VP, Product Management
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Michael Molnar
Michael Molnar
SVP, Corporate Development, M&A and Succession Planning
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Headshot Rosalez, Louie
Louie Rosalez
SVP, Ƶapp Planning Partners
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Headshot Stewart, Tim
Tim Stewart, CFP®
VP, Business Development
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Headshot Watts, Andy
Andy Watts, CFP®
VP, Planning & Growth Solutions
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