Our Team

With SMI Private Client, three separate teams are committed to helping you reach your financial goals and providing assistance when needed:

  • Portfolio Managers monitor your account(s) on an ongoing basis, placing trades when called for and rebalancing as necessary to make sure SMI strategy allocations remain on target. The Portfolio Managers also review investment decisions and research new opportunities.
  • Stewardship Advisors work one-on-one with Select and Premier clients to build portfolios of SMI strategies that meet their risk and return goals. Stewardship Advisors get to know each client's circumstances to help address cash flow requirements, charitable giving goals, and tax efficiency issues.
  • Client Services works directly with Charles Schwab on your behalf to open accounts, facilitate transfers, process transactions, update information, and provide exceptional client assistance.

Mark Biller
Senior Portfolio Manager
Anthony Ayers
Portfolio Manager
CFA
Eric Collier
Portfolio Manager
CFA
Fred Beerwart
Chief Compliance Officer
Sandra Morrison
Stewardship Advisor
AAMS®
Paul Wilkin
Stewardship Advisor
CFA, CFP, CAIA
Bryce Fathauer
Stewardship Advisor
CPA, AAMS®
Brian Mondics
Stewardship Advisor
ChFC®, RICP®, CFP®
Isaac Jones
Stewardship Advisor
Denise Lucas
Technology Services Coordinator
AAMS®
Vicki Perkins
Client Services Associate
Abbie Johnson
Client Services Associate