Wealth Management

Mallory  Armijo

Mallory Armijo

Investment Analyst

Brock  Becker

Brock Becker, CFP®

Financial Planner

Benaiah J. Burnich

Benaiah J. Burnich, QPFC

Financial Consultant

Margaret  Dragolovich

Margaret Dragolovich

Client Service Manager

Maria  Fantoni CFP®

Maria Fantoni CFP®

Investment Adviser

Rosanna  Henry

Rosanna Henry

Private Wealth Operations

Joyce  Jennings

Joyce Jennings, QPFC

Account Executive

Jessica  Lanning

Jessica Lanning

Practice Manager, South Region

Randall C. Long

Randall C. Long, AIF®

Founder & Managing Principal

Chris  Martin

Chris Martin, CFP®, CRPC®

Private Wealth Advisor

Daniel J.  Quirk

Daniel J. Quirk, CFA, CFP®

Senior Investment Advisor

Todd P.  Redd

Todd P. Redd, CFP​®

Private Wealth Advisor

Garrett  Stinson

Garrett Stinson

Managing Director

Charlotte  Valentino

Charlotte Valentino

Private Wealth Operations