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