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
Tommy Isaacs Tommy Isaacs

Tommy Isaacs

Vice President – Private Wealth
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

Investment Professionals

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

Operations & Administration

Don White Don White

Don White

Chief Financial Officer
Beth King Beth King

Beth King

Private Wealth Associate