Meet the Team
Charlie Gholami, CFA
Chief Wealth Strategist
Charlie serves as Chief Wealth Strategist at Bluecrest Financial Alliances, where he leads the development of comprehensive, personalized wealth strategies for his firms clients. In this role, he takes a big-picture view of each...
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Ethan Hokanson, CFP
Financial Planning Strategist
Ethan is a graduate of Maranatha Baptist University, where he earned his bachelor's degree in Marketing Management. He went on to complete a master's degree in Wealth Management from Texas A&M School of Law.Ethan is passionate about...
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Hannah Bach
Marketing Director
Hannah graduated Magna Cum Laude from Texas A&M University with a BBA in Marketing, with a focus in Analytics and Consulting. In addition, Hannah extended her education at Vanderbilt University and obtained a Master of Marketing....
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Heather Wildman
Insurance Coordinator
Heather has been with the company since 1996 as an Insurance Coordinator. During this time, she has had the opportunity to create beneficial partnerships with Home Office, Producers and their Team members as well as peers within the...
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Jordan Taylor
Technology Specialist
Jordan started with Bluecrest Financial Alliances in September of 2023 and serves as Teaming & Technology Specialist. Jordan is new to the Financial Services industry but has a background in technology and training. Before joining the...
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Justin Baack, MBA
Agency Supervisory Officer
Justin started with Bluecrest Financial Alliances in June of 2023 and serves as Agency Supervisory Officer. Justin has been in the financial services industry since 2006, starting in the back office at the Federal Home Loan Bank of...
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Kaitlyn Emery
Financial Controller
Kaitlyn Emery has over 15 years of management and accounting expertise. She began her career at her family's custom wood door business, advancing from bookkeeper to office manager, where she gained experience in financial management,...
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Kaylin Russell
Financial Administrator
Kaylin has been in bookkeeping for 20 years, with experience in the banking industry for 10 years, mortgage industry for four years and the public accounting industry with a CPA firm for six years. She graduated in 2015 from Angelina...
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Maddie Anderson
Marketing Coordinator
Maddie graduated from Texas A&M University with a bachelor's degree in marketing, with a specialization in Sales. During her time at A&M, she held leadership positions in many different on-campus student organizations. Having recently...
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Madelyn McCloud
Practice Analyst
Born and raised here in Texas, I attended Texas Tech University, studying Business. We currently live in Fort Worth with our two dogs- Briggs and Miro, who keep us very entertained! In our free time, we are either on the golf course or...
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Mercedes Johnson
Office Coordinator
Mercedes is Bluecrest's receptionist and office coordinator for the Dallas office. She greets clients over the phone and in the lobby, then helps them contact their financial professionals. Mercedes also keeps office supplies stocked...
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Mike Cogliano, CRCP
Chief Compliance Officer
Mike is a graduate of Southern New Hampshire University where he received his Bachelors Degree in General Studies. Mike also has two Associates Degree's from Middlesex College, where he majored in both Criminal Justice and Business...
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Vince Synan
Director of Business & Estate Planning
Vince Synan is the Director of Business and Estate Planning for Bluecrest Wealth Management located in Texas, Oklahoma, Arkansas and Kansas. As the Director of Business & Estate Planning, his principal areas of focus are estate...
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