The USA Financial Team

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  • Brittany Achino

    Brittany Achino

    Senior Accountant
    888-444-0125 ext: 459
  • Michael Alexander

    Michael Alexander

    Principal Account Manager
    888-407-8198 ext: 414
  • Will Bachert

    Will Bachert

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

    Jill Boles

    Accounting Associate
    888-444-0125 ext: 426
  • 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
  • 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
  • Brent Enders

    Brent Enders

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

    Mike Frantz

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

    Cindy Garstka

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

    Tessa Gebhart

    Advertising and Advisor Affairs Associate
    888-444-0125 ext: 475
  • Aaron Grady

    Aaron Grady

    VP Advisor Consulting
    888-535-0125 ext: 302
  • Anne Hoogterp

    Anne Hoogterp

    Marketing Associate
    888-444-0125 ext: 437
  • Matt Hoogterp

    Matt Hoogterp

    Senior Business Development Consultant
    888-444-0125 ext: 412
  • Matt Jaksa

    Matt Jaksa

    Director of Creative Consulting
    888-535-0125 ext: 303
  • John T. Jones

    John T. Jones

    Advisor Marketing Services Director
    888-444-0125 ext: 423
  • Jay Kadlec

    Jay Kadlec

    Multimedia Manager and Consultant
    888-444-0125 ext: 417
  • Steven Kern

    Steven Kern

    Advisor Services Associate
    888-444-0125 ext: 456
  • Tyler Krzciok

    Tyler Krzciok

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

    Aaron Lamport

    Senior Business Development Consultant
    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

    Operations Director
    888-407-8198 ext: 462
  • Cindy McCuaig

    Cindy McCuaig

    Accounting Specialist
    888-444-0125 ext: 433
  • Matt McGrew

    Matt McGrew

    COO - General Counsel
    888-407-8198 ext: 472
  • Andrea McGrew

    Andrea McGrew

    Chief Compliance/Chief Legal Officer
    888-407-8198 ext: 469
  • Mark Mersman

    Mark Mersman

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

    Daena Morton

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

    Tucker Newhouse

    Principal Account Manager
    888-407-8198 ext: 458
  • Allan Oehrlein

    Allan Oehrlein

    Senior Business Development Consultant
    888-444-0125 ext: 355
  • 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
    888-535-0125 ext: 301
  • Brittany Prins

    Brittany Prins

    Administrative Office Coordinator
    888-444-0125 ext: 443
  • Brandy Purcell

    Brandy Purcell

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

    Holly Radde

    Operations Associate
    888-444-0125 ext: 430
  • David Radde

    David Radde

    Advisor Transitions and Marketing Director
    888-444-0125 ext: 405
  • Jennifer Rice

    Jennifer Rice

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

    Suzanne Rose

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

    Kevin Roskam

    Senior Advisory Business Consultant
    800-869-5994 ext: 470
  • Angela Schultz

    Angela Schultz

    Human Resources Director
    888-444-0125 ext: 431
  • Nicky Sczesny

    Nicky Sczesny

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

    Phil Smith

    IT Director
    888-444-0125 ext: 476
  • Cara Southland

    Cara Southland

    Compliance Associate
    888-407-8198 ext: 434
  • Sandi Stewart

    Sandi Stewart

    Executive Program Manager
    888-535-0125 ext: 304
  • Dawn Thomason

    Dawn Thomason

    Advertising Compliance Director
    888-407-8198 ext: 467
  • Janna Tuinstra

    Janna Tuinstra

    Staff Accountant
    888-444-0125 ext: 452
  • Kevin Ullery

    Kevin Ullery

    Transition & Advisor Services Manager
    888-407-8198 ext: 432
  • Aubrey Varner

    Aubrey Varner

    Business Development & Event Coordinator
    888-444-0125 ext: 435
  • Emily Verlinde

    Emily Verlinde

    Principal Account Manager
    888-407-8198 ext: 460
  • Dawn Videan

    Dawn Videan

    Advisor Services Associate
    888-444-0125 ext: 474
  • Mike Walters

    Mike Walters

    CEO
    888-444-0125 ext: 402
  • Christopher Ward

    Christopher Ward

    IT Support Analyst
    888-444-0125 ext: 473
  • Dan Watkoski

    Dan Watkoski

    Salesforce Administrator
    888-444-0125 ext: 739
  • Ashley Webber

    Ashley Webber

    Digital Marketing Manager
    888-444-0125 ext: 440
  • Terek Wilson

    Terek Wilson

    Senior Business Development Consultant
    888-444-0125 ext: 353
  • Bryan Wirtz

    Bryan Wirtz

    Senior Business Development Consultant
    888-444-0125 ext: 427
  • Bruce Wisler

    Bruce Wisler

    Business Development Consultant
    888-444-0125 ext: 419
  • Rob Wrona

    Rob Wrona

    Case Design and Service Manager
    800-530-9872 ext: 416