Our Team

Certified experts, customized service.

At AlphaCore we know that our people make our firm exceptional. Our team is comprised of genuinely caring and dedicated individuals who have decades of experience in wealth preservation.

Professional Designations

Dick Pfister, CAIA®

CEO, Founder

Tricia Zehr, IACCP®

Chief Compliance Officer

Carl Adams

Managing Director, Private Client Group

Kirk Strawn, CFA®, CIMA®

Chief Strategy Officer

Marc Seward, ChFC®, CLU®

Senior Wealth Manager

Brian Marvin

Senior Wealth Advisor

Tonya Dupree

Director of Operations

Johann Lee, CFA®

Director of Research

Chris Maudlin, CAIA®

Senior Wealth Advisor

Stephanie Williams, CAIA®

Senior Wealth Advisor

Alexis Rowe

Wealth Advisor

Kristina Cagle, CAIA®

Senior Wealth Advisor

Elissa Withers

Client Service and Operations Manager

Brett Hughes, CFP®

Senior Wealth Advisor

Melissa Silverthorn

Operations and Compliance Coordinator

Kimmy McCarthy

Client Service & Operations Manager

David Suckau, CFA®

Research Analyst and Trader

Troy Owens, CFP®

Wealth Planner

Stefan Ljungborg

Client Service & Operations Specialist

Nicole Montes

Administrative Coordinator

Dick Pfister, CAIA®

CEO, Founder

Tricia Zehr, IACCP®

Chief Compliance Officer

Carl Adams

Managing Director, Private Client Group

Kirk Strawn, CFA®, CIMA®

Chief Strategy Officer

Johann Lee, CFA®

Director of Research

Chris Maudlin, CAIA®

Senior Wealth Advisor

Dick Pfister, CAIA®

CEO, Founder

Carl Adams

Managing Director, Private Client Group

Kirk Strawn, CFA®, CIMA®

Chief Strategy Officer

Marc Seward, ChFC®, CLU®

Senior Wealth Manager

Brian Marvin

Senior Wealth Advisor

Chris Maudlin, CAIA®

Senior Wealth Advisor

Stephanie Williams, CAIA®

Senior Wealth Advisor

Alexis Rowe

Wealth Advisor

Kristina Cagle, CAIA®

Senior Wealth Advisor

Brett Hughes, CFP®

Senior Wealth Advisor

Troy Owens, CFP®

Wealth Planner

Tonya Dupree

Director of Operations

Alexis Rowe

Wealth Advisor

Elissa Withers

Client Service and Operations Manager

Melissa Silverthorn

Operations and Compliance Coordinator

Kimmy McCarthy

Client Service & Operations Manager

Stefan Ljungborg

Client Service & Operations Specialist

Nicole Montes

Administrative Coordinator

Dick Pfister, CAIA®

CEO, Founder

Johann Lee, CFA®

Director of Research

David Suckau, CFA®

Research Analyst and Trader

Tricia Zehr, IACCP®

Chief Compliance Officer

Melissa Silverthorn

Operations and Compliance Coordinator

Brett Hughes, CFP®

Senior Wealth Advisor

Troy Owens, CFP®

Wealth Planner

Advisory Committee

AlphaCore’s Advisory Committee is a unique group of individuals with extensive knowledge in wealth management, technology and strategic planning. This team is utilized to ensure AlphaCore advances the objective of providing the highest level of wealth management services for our clients and advisors.