Our Team

Certified experts, customized service.

At AlphaCore we know that our people make our firm exceptional. Our team is comprised of genuinely caring and dedicated individuals who have decades of experience in wealth preservation.

Careers

Dick Pfister, CAIA®

CEO, Founder

Samuel F. Jones

Senior Wealth Advisor

Principal

Brian Habas

Chief Operating Officer

Principal

Eric Gerster, CFA®

Chief Investment Strategist

Principal

Chris Maudlin, CAIA®

Senior Wealth Advisor

Principal

Kirk Strawn, CFA®

Chief Strategy Officer

Principal

Stephanie Williams, CAIA®

Senior Wealth Advisor

Principal

Vince Zupo, CIMA®

Director of Business Development

Principal

Tricia Zehr

Chief Compliance Officer

Principal

Carl Adams

Managing Director, Private Client Group

Principal

Kristina Cagle, CAIA®

Senior Wealth Advisor

Principal

Aidan Walsh

Head of Corporate Development

Principal

Johann Lee, CFA®

Director of Research

Principal

Brian Marvin, MBA

Senior Wealth Advisor

Principal

Marc Seward, ChFC®, CLU®

Senior Wealth Manager

Principal

Jim Johnston

Senior Wealth Advisor

Principal

Ed Durica, CFA®

Senior Wealth Advisor

Principal

Abby Mayhew

Relationship Management Associate

Aidan Walsh

Head of Corporate Development

Principal

Brett Roenick, SE-AWMA™

Wealth Advisor

Brian Habas

Chief Operating Officer

Principal

Brian Marvin, MBA

Senior Wealth Advisor

Principal

Carl Adams

Managing Director, Private Client Group

Principal

Chris Maudlin, CAIA®

Senior Wealth Advisor

Principal

Chrissy Rhamy

Client Service and Operations Specialist

Cole Miller

Controller

Dave Engel

Managing Director

David Curiel, CFP®

Wealth Advisor

David Suckau, CFA®

Research Analyst and Trader

Dick Pfister, CAIA®

CEO, Founder

Ed Durica, CFA®

Senior Wealth Advisor

Principal

Eric Gerster, CFA®

Chief Investment Strategist

Principal

Erik Nunn

IT Manager

Ethel McGlynn

Senior Business Development Manager

Henry McClurg, MBA

Senior Wealth Advisor

Huckleberry Gibson, CFP®

Senior Wealth Advisor

Jim Johnston

Senior Wealth Advisor

Principal

Johann Lee, CFA®

Director of Research

Principal

John Burkholder

Operations & Trading Specialist

Jonathan Elsberry

Senior Wealth Advisor

Kimmy Martin

Client Service & Operations Manager

Kirk Strawn, CFA®

Chief Strategy Officer

Principal

Kris Dickey

Senior Client Service Manager

Kristina Cagle, CAIA®

Senior Wealth Advisor

Principal

Kyle Kraus, CFP®

Senior Wealth Planner

Leah Howard

Client Service and Operations Specialist

Lillian Lopez

Client Service and Operations Specialist

Madeline Hume, CFA®

Senior Research Analyst

Marc Seward, ChFC®, CLU®

Senior Wealth Manager

Principal

Matthew Wiles

Client Service Associate

Melissa Silverthorn, IACCP®

Compliance Supervisor

Michael McGreevy

Senior Wealth Advisor, Business Development

Nathan Stewart

Director of Business Development

Nicole Montes

Marketing & Events Coordinator

Riley Staal

Administrative Coordinator

Samuel F. Jones

Senior Wealth Advisor

Principal

Shelby Martino

Client Service and Operations Specialist

Stephanie Williams, CAIA®

Senior Wealth Advisor

Principal

Steve Pedicini, CFP®, CIMA®

Senior Wealth Advisor

Susan von Mueller

Client Service and Operations Specialist

Tonya Dupree

Director of Operations

Tricia Zehr

Chief Compliance Officer

Principal

Troy Owens, CFP®

Wealth Planner

Victor Calise, MBA

Senior Wealth Advisor, Business Development

Vince Zupo, CIMA®

Director of Business Development

Principal

Samuel F. Jones

Senior Wealth Advisor

Principal

Kirk Strawn, CFA®

Chief Strategy Officer

Principal

Carl Adams

Managing Director, Private Client Group

Principal

Eric Gerster, CFA®

Chief Investment Strategist

Principal

Ed Durica, CFA®

Senior Wealth Advisor

Principal

Brian Marvin, MBA

Senior Wealth Advisor

Principal

Chris Maudlin, CAIA®

Senior Wealth Advisor

Principal

Marc Seward, ChFC®, CLU®

Senior Wealth Manager

Principal

Stephanie Williams, CAIA®

Senior Wealth Advisor

Principal

Kristina Cagle, CAIA®

Senior Wealth Advisor

Principal

Troy Owens, CFP®

Wealth Planner

Jonathan Elsberry

Senior Wealth Advisor

David Curiel, CFP®

Wealth Advisor

Victor Calise, MBA

Senior Wealth Advisor, Business Development

Michael McGreevy

Senior Wealth Advisor, Business Development

Jim Johnston

Senior Wealth Advisor

Principal

Brett Roenick, SE-AWMA™

Wealth Advisor

Henry McClurg, MBA

Senior Wealth Advisor

Steve Pedicini, CFP®, CIMA®

Senior Wealth Advisor

Kyle Kraus, CFP®

Senior Wealth Planner

Huckleberry Gibson, CFP®

Senior Wealth Advisor

Dick Pfister, CAIA®

CEO, Founder

Kirk Strawn, CFA®

Chief Strategy Officer

Principal

Johann Lee, CFA®

Director of Research

Principal

Carl Adams

Managing Director, Private Client Group

Principal

Eric Gerster, CFA®

Chief Investment Strategist

Principal

Ed Durica, CFA®

Senior Wealth Advisor

Principal

Tricia Zehr

Chief Compliance Officer

Principal

Brian Marvin, MBA

Senior Wealth Advisor

Principal

Chris Maudlin, CAIA®

Senior Wealth Advisor

Principal

Professional Designations

CFP®

Certified Financial
Planner

CIMA®

Certified Investment
Management Analyst

CAIA®

Chartered Alternative
Investment Analyst

CFA®

Chartered Financial
Analyst

CHFC®

Chartered Financial
Consultant

CLU®

Chartered Life
Underwriter

IACCP®

Investment Adviser
Certified Compliance Professional

MBA

Master of
Business Administration

Advisory Committee

AlphaCore’s Advisory Committee is a unique group of individuals with extensive knowledge in wealth management, technology and strategic planning. This team is utilized to ensure AlphaCore advances the objective of providing the highest level of wealth management services for our clients and advisors.

Meet Our Committee

Ready to take the next step in your financial journey?

Contact us today and let’s discuss how we can help you achieve your financial goals.

Contact Us

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