Shared values. Aligned vision.
With our wide range of backgrounds and skills, we align the right team with your needs.

Steve Mitchell
CEO & Managing Director

Kelby Hagar
President & Managing Director

Phil VanTrease
CFO & General Counsel

Jim Carreker
Capital Advisor

Patrick Sullivan
Chief Compliance Officer

Shelley Heckenkemper
Vice President of Human Capital

Chong Wang
Principal

Eric Weeldreyer
Principal

Braden Hawkins
Senior Investment Associate

Turner Snapp
Investment Associate

Jake Peace
Investment Associate

John McFarlin
Director of Finance

Nate Abebe
Senior Accountant

Sonya Peck
Staff Accountant

Lien Tran
Staff Accountant

Brian Green
Vice President of Operations

Brandon Lenhart
Vice President of Operations

John Young
Director

Kelsey Cusack
Senior Operations Associate

Tyler LaCourse
Operations Associate

Kendall Shepherd
Operations Associate

Griffin Miller
Operations Analyst

Ty Kaszubowski
Executive Assistant to Mr. Mitchell

Brianna York
Executive Assistant

Alisha Benson
Cherokee Nation Business - Argonaut Fellow

Mark Mogelnicki
Cherokee Nation Business - Argonaut Fellow

Christopher Twist
Cherokee Nation Business - Argonaut Fellow