Business Operations

Edge takes a team-based approach to helping our clients RealizeMORE™. Our more than thirty professionals have attended some of the nation’s finest schools and have honed their judgement through years of experience. Our disciplined, diligent, and experienced team helps you attain your goals realistically and effectively.

Click on any of the images below for complete biography and contact information. You can also view all of our team members by clicking here.

Jake Baker
Matthew Buchtrup
Barrett Karvis, EMBA
Managing Director - Chief Operating Officer, Chief Compliance Officer
Nancy McFadden, AAMS®
Vice President – Reporting & Investment Operations Manager
Jake Munns
Amy Tierney, CFP®
Managing Director - Director of Operations