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® Matt Berquist, CFP®, CIMA®

Matt Berquist, CFP®, CIMA®

Managing Director
Tommy Isaacs Tommy Isaacs

Tommy Isaacs

Vice President – Private Wealth
Sam Solem, CMT Sam Solem, CMT

Sam Solem, CMT

Portfolio Manager - Private Wealth
Erika Sharp Erika Sharp

Erika Sharp

Senior Private Wealth Associate
Jenny D’Ambrosio Jenny D’Ambrosio

Jenny D’Ambrosio

Client Liaison

Investment Professionals

Clay Kirkland, CFA Clay Kirkland, CFA

Clay Kirkland, CFA

Vice President, 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
Hunter Hayes Hunter Hayes

Hunter Hayes

Vice President, Portfolio Manager
Hale Wise Hale Wise

Hale Wise

Associate Research Analyst

Operations & Trading

Charlie Funkhouser, CFP® Charlie Funkhouser, CFP®

Charlie Funkhouser, CFP®

Operations Administrator
Zach Padgett Zach Padgett

Zach Padgett

Head Trader
Kyle Spear Kyle Spear

Kyle Spear

Junior Trader

Administration & Compliance

Don White Don White

Don White

Chief Financial Officer
Beth Holbrook, IACCP® Beth Holbrook, IACCP®

Beth Holbrook, IACCP®

Chief Compliance Officer
Laura Ross Laura Ross

Laura Ross

Office Manager