Meet the Team

As highly engaged owners, the Intrepid team is committed to taking a personal approach to serving our clients. Embracing our fiduciary role, we place client interests before those of our firm, with the commitment to fulfill all our promises with honesty, open communications and humility.

As highly engaged owners, the Intrepid team is committed to taking a personal approach to serving our clients. Embracing our fiduciary role, we place client interests before those of our firm, with the commitment to fulfill all our promises with honesty, open communications and humility.

Our Dedicated Team Includes:

Private Wealth

Mark Travis Mark Travis

Mark Travis

Chief Executive Officer, President
Matt Berquist, CFP®, CIMA®, CPWA® Matt Berquist, CFP®, CIMA®, CPWA®

Matt Berquist, CFP®, CIMA®, CPWA®

Managing Director
Sam Solem, CMT Sam Solem, CMT

Sam Solem, CMT

Portfolio Manager - Private Wealth
Amanda Lundy, MBA, CFP® Amanda Lundy, MBA, CFP®

Amanda Lundy, MBA, CFP®

Financial Planner
Jake Lytle, CFP® Jake Lytle, CFP®

Jake Lytle, CFP®

Financial Planning Associate
Beth King Beth King

Beth King

Private Wealth Associate
Sarah Grace Bryant Sarah Grace Bryant

Sarah Grace Bryant

Assistant Private Wealth Associate

Investment Professionals

Hunter Hayes, CFA Hunter Hayes, CFA

Hunter Hayes, CFA

Chief Investment Officer, Portfolio Manager
Matt Parker, CFA, CPA Matt Parker, CFA, CPA

Matt Parker, CFA, CPA

Vice President, Portfolio Manager
Joe Van Cavage, CFA Joe Van Cavage, CFA

Joe Van Cavage, CFA

Vice President, Portfolio Manager

Operations & Administration

Tim Page Tim Page

Tim Page

Chief Financial Officer
Donnie Horner Donnie Horner

Donnie Horner

Vice President of Business Development
Christian DeLeo Christian DeLeo

Christian DeLeo

Vice President, Head of Operations
Noah Wilkes Noah Wilkes

Noah Wilkes

Operations Associate
Greer Smith Greer Smith

Greer Smith

Associate Investment Consultant