Wealth Management
Matt Cosgriff, CFP®, CPFA
SVP, Head of Wealth Management Advisory Services
Cord A. Adams, AWMA, AAMS
Wealth Advisor
Mallory Armijo, CFA®
Senior Investment Consultant
Rodney Balbuena
Managing Director
Brock Becker, CFP®
Financial Planner
Benaiah J. Burnich, QPFC
Financial Consultant
Derrick Byrd, CFP®
Wealth Advisor
Clint Campbell, CFA®, CFP®
Wealth Advisor
Max Henry Campos
Director of Insurance Services
Brandon Clark
Operations Associate
Dave Coen
Financial Advisor
Bismarck Darko, CFP®, ChFC®
Wealth Manager
Tom Demko
Managing Director
Nolan Early
Wealth Advisor
Neil Elmouchi, AIF® , ChFC®, CEPA®, CLU®
Managing Director
Nicholas Faller, CFP®
Wealth Advisor
Thomas Goldman
Associate Wealth Advisor
Reagan Hall
Junior Analyst
Chandra Halverson, MBA
SVP, Head of Wealth Management Operations
Mallory Jackson, CFP®
Associate Wealth Advisor
Jennifer Jorgenson, AIF®, CFS, CPFA™
Retirement Plan Consultant
Janet Josselyn, AIF®
Vice President, Wealth Advisor
Will Kessel
Wealth Advisor
Cody Klein, CEPA®, AIF®
Managing Director
Michelle Klein
Financial Advisor
Gregory A. Koehler, CFP®, QPFC
Wealth Management
Evan Lamb, CFA
Financial Advisor
Nick Lamb, CFA
Financial Advisor
John Majors, FSA, CFA, AEP
Family CFO
Chris Martin, CFP®, CRPC®
Senior Wealth Advisor
Marie Norkett, CFP®
Wealth Advisor
Chad Olson
Financial Advisor
Christy Quintero, FPQP®
Director of Client Relations
Daniel J. Quirk, CFA, CFP®
Senior Investment Advisor
Cesar Romero, MBA
Wealth Advisor
John Schindler, CFP®, AIF®
Wealth Advisor
Kevin Schmeits
Retirement Plan Consultant
Kolleen Schocke
Director, Wealth Management Marketing and Operations
Rose Sepanak
Servicing Specialist
Zack Smith, CFP®
Financial Advisor
Nicholas Sobczynski
Associate Wealth Coordinator
Bianca Soto
Senior Advisory Services Associate
Jennifer Spagnola
Advisory Services Administrator
Garrett Stinson
Managing Director
Austin Suzak
Servicing Specialist
Kyle Thompson, AIF®
Senior Vice President, Wealth Advisor
Charlotte Valentino, CFP®
Financial Wellness Director
Judy VanArsdale
Managing Director, Financial Advisor
Lisa VanArsdale
Managing Director, Financial Advisor
Winston Ventura
Wealth Advisor
Douglas A. Webster, AIFA®
Managing Director
Eric Weissman, AIF®
Financial Wellness Consultant
Kristy Whitaker
Director of Client Services
Diana Woolley
Client Relations and Marketing Associate
Jen Wong
Administrative Assistant