The USA Financial Team

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  • Michael Alexander

    Michael Alexander

    Operations Manager
    888-407-8198 ext: 414
  • Will Bachert

    Will Bachert

    Chief Financial Officer
    888-444-0125 ext: 464
  • Jill Boles

    Jill Boles

    Administrative Services: Accounting
    888-444-0125 ext: 426
  • Joel Brusk

    Joel Brusk

    Director of Advisor Affairs Compliance
    888-407-8198 ext: 411
  • Julie Burns

    Julie Burns

    Principal Account Manager
    888-407-8198 ext: 445
  • Melissa Carlon

    Melissa Carlon

    Principal Account Manager
    888-407-8198 ext: 444
  • Jason Clark

    Jason Clark

    Principal Account Manager
    (888) 407-8198 ext: 471
  • Mike Cy

    Mike Cy

    Business Development VP
    N/A
  • Dave Doppel

    Dave Doppel

    Principal Account Manager
    888-407-8198 ext: 449
  • Matt Eilers

    Matt Eilers

    Chief Business Development Officer
    888-444-0125 ext: 413
  • Dan Empson

    Dan Empson

    Media Project Manager
    888-444-0125 ext: 424
  • Brent Enders

    Brent Enders

    President
    888-444-0125 ext: 410
  • Mike Frantz

    Mike Frantz

    Business Development VP
    800-530-9872 ext: 415
  • Cindy Garstka

    Cindy Garstka

    Client Services Vice President
    800-530-9872 ext: 439
  • Tessa Gebhart

    Tessa Gebhart

    Advertising & Advisor Affairs Associate
    888-444-0125 ext: 475
  • Richard Gorz

    Richard Gorz

    FinOp
    N/A
  • Aaron Grady

    Aaron Grady

    VP of Advisor Consulting (Advisor Protocol)
    N/A
  • Ed Hill

    Ed Hill

    Application Support Analyst
    888-444-0125 ext: 477
  • Ruth Hofmann

    Ruth Hofmann

    Business Process Analyst
    888-444-0125 ext: 479
  • Matt Hoogterp

    Matt Hoogterp

    Business Development VP
    888-444-0125 ext: 412
  • Anne Hoogterp

    Anne Hoogterp

    Marketing Services Assistant

  • Matt Jaksa

    Matt Jaksa

    Director of Creative Consulting
    N/A
  • John T. Jones

    John T. Jones

    Digital Marketing & Comm. Manager
    888-444-0125 ext: 423
  • Jay Kadlec

    Jay Kadlec

    Business Development VP
    888-444-0125 ext: 417
  • Steven Kern

    Steven Kern

    Advisor Services Associate
    888-444-0125 ext: 456
  • Valerie Kovac

    Valerie Kovac

    Advisor Services Associate
    888-444-0125 ext: 441
  • Tyler Krzciok

    Tyler Krzciok

    Case Design Manager
    888-444-0125 ext: 438
  • Aaron Lamport

    Aaron Lamport

    Business Development VP
    888-444-0125 ext: 420
  • Steve Liverance

    Steve Liverance

    Chief Human Capital Officer
    888-444-0125 ext: 408
  • Greg Lockwood

    Greg Lockwood

    Chief Technology Officer
    888-444-0125 ext: 468
  • Kourtney Manthei

    Kourtney Manthei

    Compliance Associate
    888-407-8198 ext: 463
  • Lee May

    Lee May

    Creative Design Manager
    888-444-0125 ext: 466
  • Jim McConnell

    Jim McConnell

    Principal Account Manager
    888-407-8198 ext: 462
  • Cindy McCuaig

    Cindy McCuaig

    Administrative Accounting Manager
    888-444-0125 ext: 433
  • Andrea McGrew

    Andrea McGrew

    Chief Compliance/Chief Legal Officer
    888-407-8198 ext: 469
  • Matt McGrew

    Matt McGrew

    COO - General Counsel
    888-407-8198 ext: 472
  • Mark Mersman

    Mark Mersman

    Chief Marketing Officer
    888-444-0125 ext: 418
  • Daena Morton

    Daena Morton

    Marketing Services Manager
    888-444-0125 ext: 446
  • Emily Newhouse

    Emily Newhouse

    Principal Account Manager
    888-407-8198 ext: 460
  • Tucker Newhouse

    Tucker Newhouse

    Principal Account Manager
    888-407-8198 ext: 458
  • Bryce Oosterhouse

    Bryce Oosterhouse

    Case Design Manager
    800-530-9872 ext: 429
  • Michelle Paruch

    Michelle Paruch

    Account Manager
    800-530-9872 ext: 436
  • Deb Pavek

    Deb Pavek

    Document Imaging Manager
    888-407-8198 ext: 406
  • Steve Phillips

    Steve Phillips

    Chief Practice Management Officer
    sphillips@advisorprotocol.com
  • LeAnna Pollen

    LeAnna Pollen

    Administrative Office Coordinator
    888-444-0125 ext: 443
  • Bryan Posthumus

    Bryan Posthumus

    Business Development VP
    888-444-0125 ext: 427
  • Brandy Purcell

    Brandy Purcell

    Director of Regulatory Affairs Compliance
    888-444-0125 ext: 457
  • Holly Radde

    Holly Radde

    Administrative Services
    888-444-0125 ext: 430
  • David Radde

    David Radde

    VP of Advisor Transitions & Marketing
    888-444-0125 ext: 405
  • Jennifer Rice

    Jennifer Rice

    Marketing Strategy Manager
    888-444-0125 ext: 428
  • Suzanne Rose

    Suzanne Rose

    IT Support Associate
    888-444-0125 ext: 465
  • Kevin Roskam

    Kevin Roskam

    VP of Advisory Services
    800-869-5994 ext: 470
  • Angela Schultz

    Angela Schultz

    Executive Logistics Vice President
    888-444-0125 ext: 431
  • Nicky Sczesny

    Nicky Sczesny

    Advisor Services Associate
    888-444-0125 ext: 453
  • Phil Smith

    Phil Smith

    IT Infrastructure Manager
    888-444-0125 ext: 476
  • Cara Southland

    Cara Southland

    Administrative Services
    888-407-8198 ext: 434
  • Sandi Stewart

    Sandi Stewart

    Executive Associate
    N/A
  • Dawn Thomason

    Dawn Thomason

    Director of Advertising Compliance
    888-407-8198 ext: 467
  • Kevin Ullery

    Kevin Ullery

    Transition & Advisor Services Manager
    888-407-8198 ext: 432
  • Marco Valverde

    Marco Valverde

    IT System Administrator
    888-444-0125 ext: 473
  • Aubrey Varner

    Aubrey Varner

    Business Development & Event Coordinator
    888-444-0125 ext: 435
  • Dawn Videan

    Dawn Videan

    Advisor Services Associate
    888-444-0125 ext: 474
  • Janna Vree

    Janna Vree

    Staff Accountant
    888-444-0125 ext: 452
  • Mike Walters

    Mike Walters

    CEO
    888-444-0125 ext: 402
  • Jake Walters

    Jake Walters

    Marketing Intern
    888-444-0125
  • Bruce Wisler

    Bruce Wisler

    VP of Key Accounts
    888-444-0125 ext: 419
  • Rob Wrona

    Rob Wrona

    Case Design Manager
    800-530-9872 ext: 416