The Gunderson Capital Team

CHIEF OPERATING OFFICER

As the Chief Operating Officer, Nadia brings over 25 years of industry experience to Gunderson Capital Management.

Nadia oversees the firm’s internal systems, processes, daily operations, human resources, and most importantly, the client experience. She leads our team of knowledgeable, dedicated financial industry professionals whose overall mission is to provide exceptional service, support, and education.

Originally from West Bloomfield Michigan, Nadia attended Wayne State University where she earned a Bachelor of Science degree in Psychology.  She began her financial services career in 1998 with Centaurus Financial training independent financial advisors on establishing more efficient back-office systems and creating an office culture focused on the changing needs of their clients. She then spent ten years as the Senior Director of Business Development and Training at Householder Group Estate and Retirement Specialist.

Nadia lives in Gilbert Arizona and is a member of the American Society of Training and Development which supports her passion for learning and performance. She enjoys community service through assisting various organizations such as the Arizona Humane Society and St. Jude’s. In her spare time, she enjoys the great outdoors, reads autobiographies, plays mediocre tennis, and considers herself an “armchair detective”.

CO-PORTFOLIO MANAGER

Paul Carlson, Co-portfolio Manager, Gunderson Capital Management, has a wealth of investment knowledge and experience which he enjoys using to help clients achieve their goals.

His experience in the markets began 3 decades ago when he started as a runner on the Chicago Board Options Exchange (CBOE).  Paul has a passion for the markets. This is evident in his advancement to Risk Manager at the Goldman Sachs subsidiary Kessler Asher Clearing.  All the while Paul was furthering his formal education in the evenings at Loyola University of Chicago, where he earned an MBA in Finance.

Paul has been an independent trader (seat holder) at the Chicago Board of Trade (CBOT) where he traded the US Treasury yield curve.  He was also a market maker in gold and silver futures. Paul has managed his own portfolio of assets for decades and has monitored and managed risk for hundreds of clients and market professionals.

Paul loves working with clients. He displayed this while working for more than a half decade at TD Ameritrade subsidiary thinkorswim in Chicago. There, he helped clients understand their portfolios of stocks, bonds, options, and futures.  Paul also educated clients on options strategies and asset correlations.

He has held the following registrations: Series 3 (futures), Series 7 & 63 (Securities).  In addition, he has been a Registered Options principal Series 4 and Registered Municipal Securities Principal Series 53 and is currently registered with a Series 65.

PORTFOLIO STRATEGIST AND BEST STOCKS NOW! CONTRIBUTOR

As a Chartered Financial Analyst (CFA) charterholder and Certified Financial Planner™ practitioner, CFP®, Barry provides our clients with trusted advice based on sound financial principles and analysis. With 20+ years of experience, Barry has managed $100M+ in client assets and has advised on $75M+ in acquisitions/divestitures of client owned businesses.

Barry takes a comprehensive approach to portfolio construction and financial planning, by integrating each aspect of a client’s financial picture into his overall analysis. Barry develops an extensive financial road-map by reviewing his client’s investment assets, outstanding liabilities, future cash flow requirements, employee benefits, insurance needs, education goals, and future windfalls. He is willing to work closely with his client’s other professional advisors in order to coordinate portfolio selection, income tax, and estate planning needs. Barry believes this “holistic” approach paints a realistic financial picture for clients and gives them the confidence that comes with preparing for the inherent risks of the future.

Barry attended Florida State University where he graduated with a Master’s in Business Administration (MBA) and a Bachelor’s in Finance. He is a member of the CFA Institute and serves as a member of the board/investment committee for United Methodist Church Foundation Investment Management. As a member and mentor at the Entrepreneur Center of Nashville, Barry helped develop funding strategies for businesses in the early stages of development.

FINANCIAL SERVICES SPECIALIST

Edye Kates joined Gunderson Capital Management in September of 2018, bringing over two decades of experience as a client relations and service industry provider.

As the firm’s Financial Services Specialist, Edye is typically the first point of contact and an internal resource for those interested in working with Gunderson Capital Management.  She schedules client appointments, workshop registrations, and supports those who would like to know more about our products and services.

Edye earned a Bachelor of Science degree from Northern Arizona University and spent the early part of her career in the marketing and advertising sector.

In 2000 Edye and her husband started an outdoor mobile advertising business where she was able to demonstrate her expertise in marketing, project management, accounting, and vendor relations. Although no longer involved in the day-to-day activities, she gained a profound insight into the value of the customer relationship and experience.

Edye and her husband Jeff reside in Scottsdale, Arizona with their three beautiful children, Dalton, Alyssa, and Jeremy.  She enjoys yoga classes, DIY projects, and creating memories with her family and friends.

CLIENT SERVICES MANAGER

As Client Service Manager, Sandy assists clients with the process of opening an account and executing account transfers. She ensures that this process is efficient and accurate. She also takes care of requests for fund transfers (deposits/withdrawals).

Sandy has 20 years of experience, including six years at Merrill Lynch and three at RG Capital, as well as time at Zigler, Stiefel, and Mass. She holds a Series 7 & 63 License in Financial Securities.

She enjoys being a mom, and at church, Sandy has volunteered as a Sunday School teacher for 14 years. She likes fixing and creating things; working with her hands helps her relax. She especially loves art, hockey, and hiking.

CUSTOMER SERVICE, VIDEO TECHNICIAN/EDITOR

As Gunderson Capital’s Customer Service Representative, Ed facilitates a great customer experience. He manages subscriptions and makes sure that all of our clients and subscribers receive the newsletter. Ed is also our audio and video technician. He has been with Gunderson Capital since 2012.

Ed received a degree in Graphic Arts and Web Design from Cal State San Marcos University. He has been a California-licensed C35 contractor since 1976, and a member of the CREIA (California Real Estate Inspection Association) since 1997.

Ed loves classic cars. He is a member of a car club that raises funds and volunteers in providing meals to military families. He lives in California with his wife, Candice.

IT & MARKETING INTERN

As an IT Specialist and Marketing Intern, Josh brings an enthusiasm for technology and innovation to the team at Gunderson Capital.

Josh is a student at Brigham Young University, where he is working towards a degree in Information Systems Management. At the BYU Marriott School of Business, his teams have placed as finalists in several case studies.

At Gunderson Capital, Josh focuses on designing the website to be fast and easy to use. He also works to improve marketing and client experience.

Josh enjoys running sprints for BYU and spending time with friends and family, especially at his favorite place: Sullivan’s Island. He also volunteers as a pianist at church.