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

Principal

Carl Adams

Managing Director, Private Client Group

Principal

Kirk Strawn, CFA®

Chief Strategy Officer

Principal

Marc Seward, ChFC®, CLU®

Senior Wealth Manager

Principal

Brian Marvin, MBA

Senior Wealth Advisor

Principal

Tonya Dupree

Director of Operations

Johann Lee, CFA®

Director of Research

Principal

Chris Maudlin, CAIA®

Senior Wealth Advisor

Principal

Stephanie Williams, CAIA®

Senior Wealth Advisor

Principal

Alexis Rowe

Wealth Advisor

Kristina Cagle, CAIA®

Senior Wealth Advisor

Principal

Elissa Withers

Client Service and Operations Manager

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

Jonathan Elsberry

Senior Wealth Advisor

Vince Zupo, CIMA®

Director of Business Development

David Curiel

Client Service and Operations Specialist

Dick Pfister, CAIA®

CEO, Founder

Tricia Zehr, IACCP®

Chief Compliance Officer

Principal

Carl Adams

Managing Director, Private Client Group

Principal

Kirk Strawn, CFA®

Chief Strategy Officer

Principal

Johann Lee, CFA®

Director of Research

Principal

Chris Maudlin, CAIA®

Senior Wealth Advisor

Principal

David Suckau, CFA®

Research Analyst and Trader

Dick Pfister, CAIA®

CEO, Founder

Carl Adams

Managing Director, Private Client Group

Principal

Kirk Strawn, CFA®

Chief Strategy Officer

Principal

Marc Seward, ChFC®, CLU®

Senior Wealth Manager

Principal

Brian Marvin, MBA

Senior Wealth Advisor

Principal

Chris Maudlin, CAIA®

Senior Wealth Advisor

Principal

Stephanie Williams, CAIA®

Senior Wealth Advisor

Principal

Alexis Rowe

Wealth Advisor

Kristina Cagle, CAIA®

Senior Wealth Advisor

Principal

Troy Owens, CFP®

Wealth Planner

Jonathan Elsberry

Senior Wealth Advisor

Vince Zupo, CIMA®

Director of Business Development

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

David Curiel

Client Service and Operations Specialist

Dick Pfister, CAIA®

CEO, Founder

Johann Lee, CFA®

Director of Research

Principal

David Suckau, CFA®

Research Analyst and Trader

Dick Pfister, CAIA®

CEO, Founder

Tricia Zehr, IACCP®

Chief Compliance Officer

Principal

Melissa Silverthorn

Operations and Compliance Coordinator

Dick Pfister, CAIA®

CEO, Founder

Carl Adams

Managing Director, Private Client Group

Principal

Kirk Strawn, CFA®

Chief Strategy Officer

Principal

Marc Seward, ChFC®, CLU®

Senior Wealth Manager

Principal

Brian Marvin, MBA

Senior Wealth Advisor

Principal

Chris Maudlin, CAIA®

Senior Wealth Advisor

Principal

Stephanie Williams, CAIA®

Senior Wealth Advisor

Principal

Alexis Rowe

Wealth Advisor

Kristina Cagle, CAIA®

Senior Wealth Advisor

Principal

Troy Owens, CFP®

Wealth Planner

Jonathan Elsberry

Senior Wealth Advisor

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.

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