AlphaCore Wealth Advisory
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At AlphaCore, they employ an innovative asset allocation philosophy. While traditional allocations to stocks, bonds, and real estate serve an important purpose, AlphaCore believes alternative investments should also be incorporated in order to properly diversify a portfolio.
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Dick Pfister
CEO, Founder
Dick Pfister
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Tricia Zehr
Chief Compliance Officer
Kirk Strawn
Chief Strategy Officer
Eric Gerster
Chief Investment Strategist
Carl Adams
MD, Private Client Group
Johann Lee
Director of Research
Tonya Dupree
Director of Operations
Vince Zupo
Director of Business Development
Marc Seward
Senior Wealth Manager
Nicole Montes
Office Manager & Marketing Coordinator
Kimmy Martin
Client Service & Operations Manager
Brian Marvin
Senior Wealth Advisor
Chris Maudlin
Senior Wealth Advisor
Stephanie Williams
Senior Wealth Advisor
Kristina Cagle
Senior Wealth Advisor
Jonathan Elsberry
Senior Wealth Advisor
Victor Calise
Senior Wealth Advisor, Business Development
Michael McGreevy
Senior Wealth Advisor, Business Development
David Curiel
Client Service & Operations Specialist
Lillian Lopez
Client Service & Operations Specialist
David Suckau
Research Analyst & Trader
Melissa Silverthorn
Operations & Compliance Coordinator
Troy Owens
Wealth Planner
Ethan Schmidt
Wealth Planner
