Wealth Management

Mallory Armijo, CFA
Investment Analyst
Irvine, CA
949.955.7638

Brock Becker, CFP®
Financial Planner
Irvine, CA
949.955.5792

Benaiah Burnich, RFC, QPFC
Investment Advisor &
Registered Financial Consultant
Overland Park, KS
913.906.4229


Margaret Dragolovich
Client Service Manager
Irvine, CA
949.955.5780

Joseph Dunbar
Investment Advisor
Boston, MA
617.982.7250

Campbell Harlan
Private Wealth Analyst
Nashville, TN
865.293.4672


Rosanna Henry
Private Wealth Operations
Knoxville, TN
865.246.1779

Joyce Jennings, QPFC
Account Executive
Overland Park, KS
913.906.4278

Sean Gregory King, JD, CPA
Principal
Knoxville, TN
865.246.1775


Gregory A. Koehler, CFP®, QPFC
Wealth Management
Overland Park, KS
913.906.4236

Jessica Lanning
Practice Manager
Knoxville, TN
865.293.4683

Randall C. Long, AIF®
Founder and Managing Principal
Irvine, CA
949.955.5787


John Majors, FSA, CFA, AEP
Family CFO
Knoxville, TN
865.293.4676

Chris Martin, CFP®, CRPC®
Private Wealth Advisor
Knoxville, TN
865.293.4051

Daniel J. Quirk, CFA, CRP®
Senior Investment Advisor
Irvine, CA
949.783.2643

Todd P. Redd, CFP®
Private Wealth Advisor
Knoxville, TN
865.293.4677

Garrett Stinson
Managing Director
Irvine, CA
949.955.5791

Charlotte Valentino
Private Wealth Operations
Knoxville, TN
865.293.4671

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