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
816.744.4959


Margaret Dragolovich
Client Service Manager
Irvine, CA
949.955.5780

Rosanna Henry
Private Wealth Operations
Knoxville, TN
865.246.1779

Joyce Jennings, QPFC
Account Executive
Overland Park, KS
816.744.4961


Sean Gregory King, JD, CPA
Principal
Knoxville, TN
816.744.4960

Gregory A. Koehler, CFP®, QPFC
Wealth Management
Overland Park, KS
816.744.4960

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

Douglas A. Webster, AIFA
Managing Director
Knoxville, TN
865.246.1776

 

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