Investment Consulting
Mallory Armijo, CFA®
Senior Investment Consultant
Ken Barnes, CFP®, CIMA®
Senior Investment Consultant
Brock Becker, CFP®
Financial Planner
Justin Bogart, QPFC, CIMA®
Retirement Plan Consultant
Jon Chambers, CPFA
Managing Director
John (Jack) Evans, AIF®
Managing Director and Chief Investment Counsel
Mark Forkey
Senior Investment Advisor
Tim Giampetroni, CFA®
Director, Wealth Management Investment Research
Rich Ginel, Jr, MBA, CIMA®
Investment Consultant
Matt Hammonds, AIF®
Managing Director of Institutional Services
Mark Hendrickson, CPA, CFA
Chief Administrative Officer
Mark H. Kordonsky
Principal & Chief Risk Officer
Kevin Kaiser, CIMA®, AIF®
Senior Investment Advisor
Bijan Khairollahi
Investment Analyst
David Lum, AIFA®, CIMA®
Managing Director
Randall C. Long, AIF®
Founder & Managing Principal
John Majors, FSA, CFA, AEP
Family CFO
Valerie McKellar
Investment Analyst
Bob Noll, CFA
Senior Investment Consultant
Daniel J. Quirk, CFA, CFP®
Senior Investment Advisor
Patrick Raynor, CFA
Senior Investment Advisor
B. Todd Stewart, CFA®
Managing Director, Investment Research
Jon T. Upham, MA
Principal
Douglas A. Webster, AIFA®
Managing Director