Meet the ARGI Team

Leadership Built For You

Field-tested veterans, visionaries, and the kind of people you will enjoy working with. Reach out and say hello when you have a chance or a need.

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Joe Reeves CFP®

Vice President, Business Services Division

Michael Bryan CPA


Neil Quinlan CFP®

Vice President, Investments Division

Mike Waldridge ChFC®

Chief Financial Officer

Angie Morrison CPA

Vice President, Personal Planning Division

Jason Waters CFP®

Chief of Staff

Shelby Babcock

Director, Retirement Plan Solutions

Stephanie Broughton

Director, Investments

Dan Cupkovic CFP®

Director, Personal Planning Division

Colin Gray CFP®

Director, CFO & Accounting Services

Shannon Jenkins CPA, MBA

Director, IT

Zach Johnstone

Chief Compliance Officer

Jan Peebles IACCP®

Director, Corporate Relations

Katie Pfeifer CFP®

Director, Human Resources

Lauren Seaman MS-HRM, SHRM-CP

Director, Risk Management

Joe Surrell

Creative Director

Emily Trujillo CAP®

Director, Investment Operations

Matt Westfall CFA

Senior Tax & Business Advisor

Jason Brangers EA

Senior Tax & Business Advisor

Chris Carter

Senior Financial Advisor

Joe Tichenor CFP®

Senior Business Advisor & In-House Counsel

Robert E. Thieman J.D., CPA

Senior Financial Advisor

Matt Watkins J.D., LL.M