Our Team

OUR AWESOME TEAM

At Concorde, we believe our team is second to none. With a wide range of experience and expertise, we are perfectly positioned to help financial professionals grow their businesses as entrepreneurs. From executive leadership, to compliance, to administration – we’re committed to your development every step of the way.

Drew Jackson Headshot
Drew Jackson
President & CEO Concorde Investment Services/ President & Chief Marketing Officer Concorde Asset Management/ President Concorde Insurance
Kim Levy Headshot
Kimberlee Levy, Esq.
Chief Compliance Officer/ General Counsel
Danielle Delongchamp headshot
Danielle Delongchamp
Chief Operations Officer
Lori Deluna Headshot
Lori DeLuna
Senior Advertising Principal/ Senior Compliance Officer
Amy Arnold Headshot
Amy Arnold
Director of Research/Due Diligence Officer
Robin Edgar Headshot
Robin Edgar
Senior Recruiter
Kathleen Hofer Headshot
Kathleen Hofer
Chief Financial Officer/FinOp
Nicole Woolson Headshot
Nicole Woolson
Licensing and Registration Manager/ Senior Compliance Officer
Victoria Eshelman Headshot
Vicky Eshelman
Compliance Analyst
Erik Larsen Headshot
Erik Larsen
Advisory Services
Jena Stacey Headshot
Jena Stacey
Senior Compliance Officer/ Supervision & Controls Principal
Noel Bartlett Headshot
Noel Bartlett
Accounting Manager
Shannon Arndt Headshot 2
Shannon Arndt
Operations Manager
Brian Ragen Headshot
Brian Ragen
Senior Sales Supervisor
Barbara Plachta Headshot
Barbara Plachta
Accounting Assistant
Robert Tudor Headshot
Robert Tudor
Sales Supervisor
Terry Bonnett Headshot
Terry Bonnett
Director of Brokerage
Sarah Kuhn Headshot
Sarah Kuhn
Compliance Analyst
Josh Cantie Headshot
Josh Cantie
Senior Technology Specialist
Jae Lee Headshot
Jae Lee
Sales Supervisor
Dani King Headshot
Dani King
Operations Support Team Leader
Ellie Ramirez Headshot
Ellie Ramirez
Registered Operations Support
Marc Hair Headshot
Marc Haiar
Due Diligence Officer
Benjamin Kent Headshot
Benjamin Kent
Compliance Analyst
Samuel Greer Headshot
Samuel Greer
Operations Support
Carmen Madrigalbio
Carmen Madrigal
Administrative Assistant
Trevor Endres Headshot
Trevor Endres
Brokerage Operations Coordinator
JT Kolesa Headshot
JT Kolesa
Operations Support
Maria Ayuso Headshot
Maria Ayuso
Accounting Assistant
Bethany Merrill Headshot
Bethany Merrill
Accounting Assistant
Dillon Kirby Headshot
Dillon Kirby
Advisory Operations & Trading/ Senior Operations Support
Nicholas Carson headshot
Nicholas Carson
Data Specialist
Dana Zimmerman Headshot
Dana Zimmerman
Operations Support Team Leader
Yelena Badalyants Headshot
Yelena Badalyants
Brokerage Operations Associate