
Leadership
When Chuck and Tami Lucius established Gradient in Topeka, Kansas, in 2005, they wanted to incorporate Chuck’s previous service as an Air Force pilot into the company. With that, Gradient began using aviation terms in company communications, marketing campaigns and much more — in fact, at our Minnesota headquarters, you’ll notice that our many conference rooms are named after historically important planes.
​
In keeping with that theme, when you join the Gradient crew, you’ll be given a clear flight plan with which you can navigate not only your route at Gradient, but your flight through the financial services industry as a whole.
Leadership Team
Dedication. Expertise. Passion.
The spirit of our operation is driven by a simple mission: Connecting you to a confident financial future. For everyone, that means something different — our business is designed to be agile enough to help you get there, no matter what your goals are.
For more than a decade, our Founders Charles (Chuck) and Tami Lucius worked tirelessly to build a financial services organization inspired by family and guided by doing the right thing for our customers and theirs. Because the needs of both financial services professionals and their customers are ever-evolving, that means we needed to build a business capable of growing with them ... starting with our people.

Beau McGraw, Esq
President

Joe Norlin
Chief Financial Officer

Chris Fields
Vice President of Technology

Mike Binger
President, Gradient Investments

Sheri Mushel
President, RIA Registrar

Alan Woldt
Managing Director, Meraki Private Equity

Chad Roesler
Executive Vice President

Michael Johnson
Chief Information Officer

Luke Loewen
President, Gradient Annuity Brokerage

Rob Nelson
President, Gradient Securities

David Johnson
Director, Case Central

Chase Cameron
Vice President, Luson Media

Brian Lucius
Chief Distribution Officer

Jay Guerin
Advisor Development Officer

Nathan Akers
Director, Gradient Life Brokerage

Clarence Knox
Director, Gradient Advisors

Jack Leach
President, Meraki Private Equity

Carlyn Hosking
Vice President, Luson Media