Our Advisors & Staff

COMPLIMENTARY INITIAL CONSULTATION

Executives / Investment Committee

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Charles P Reinhold

Founder / President / CCO
Investment Committee CEO
(800) 213-1164 x2
charles.reinhold@cprinvestmentsinc.com
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Rob Ausdal JR., CFA

Executive VP / Portfolio Manager
Investment Committee Member
(800) 213-1164 x116
rob.ausdal@cprinvestmentsinc.com
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Sidney Hardee, CFA

Founder of Hardee Capital
Investment Committee Member
(212) 836-4317
sidney@hardeebrothers.com
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Justin P Reinhold

Co-Founder / Vice President
Investment Committee Member
(800) 213-1164 x8
justin@cprinvestmentsinc.com
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Joseph Childrey

Executive VP / Portfolio Manager
Investment Committee Member
(800) 213-1164 x119
joe.childrey@cprinvestmentsinc.com
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Allen Shepard, PhD

Mathematics / Brown University
Investment Committee Member
(203) 762-0004
ashepard@stonebridgeft.com

OUR STAFF

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Nancy Reinhold

Co-Founder / Secretary-Treasurer
(800) 213-1164 x3
nancy@cprinvestmentsinc.com
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Alyssa Randall

Corporate Liaison / Event Coordinator
(800) 213-1164 x101
alyssa.randall@cprinvestmentsinc.com
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Dennis Reinhold

Compliance Officer
(800) 213-1164 x114
dennis@cprinvestmentsinc.com
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Terri Holmyard

Client Services Director
(800) 213-1164 x110
terri.holmyard@cprinvestmentsinc.com
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Jessica Vierling

Operations Manager
(800) 213-1164 x118
jessica.vierling@cprinvestmentsinc.com
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Jordan Leich

IT Specialist
(800) 213-1164 x109
jordan.leich@cprinvestmentsinc.com

OUR ADVISORS

(alphabetically by State)

California

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Patricia Gomez

Riverside, CA
(951) 817-7986
patty.gomez@cprinvestmentsinc.com
Patricia Gomez Part 2B

Florida

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Joseph Borchers

Lutz, FL
(813) 388-9101
joe.borchers@cprinvestmentsinc.com
Joseph Borchers Part 2B
Personal Bio
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Joe Valenzuela

Davie, FL
(954) 680-4088
joe.valenzuela@cprinvestmentsinc.com
Jose Valenzuela Part 2B
Personal Bio
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Julia Valenzuela

Davie, FL
(954) 680-4088
julia.valenzuela@cprinvestmentsinc.com
Julia Valenzuela Part 2B
Personal Bio

Illinois

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Rob Ausdal JR., CFA

Michigan

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Charles P Reinhold

Rochester, MI
(800) 213-1164 x2
charles.reinhold@cprinvestmentsinc.com
Charles Reinhold Part 2B
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Justin P Reinhold

Rochester, MI
(800) 213-1164 x8
justin@cprinvestmentsinc.com
Justin Reinhold Part 2B
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Christopher Crawford

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Gary Lloyd II

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John Fawcett

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Joseph J LaRocca IV

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John Perko

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Kendra Simon

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Lance Whitney

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Adam Simon

Nebraska

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James Arnholt

New York

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Reza Akbari

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Mark Smith

North Carolina

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Nick Perkins

Oregon

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Bruce & Janell Denk

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Fred Freimark

Texas

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Bobby L Burns

Virginia

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Luke Elliston

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Kristin Menz-Yianni

Washington

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Joseph Childrey