Investment Consulting

Mallory  Armijo

Mallory Armijo, CFA®

 

Senior Investment Consultant

Ken  Barnes

Ken Barnes, CFP®CIMA®

Investment Consultant

Brock  Becker

Brock Becker, CFP®

Financial Planner

Justin  Bogart

Justin Bogart, QPFC, CIMA®

Retirement Plan Consultant

Jon  Chambers

Jon Chambers, CPFA

Managing Director

John (Jack) Evans

John (Jack) Evans, AIF®

Managing Director and Chief Investment Counsel

Mark  Forkey

Mark Forkey

Senior Investment Advisor

Rich Ginel

Rich Ginel, Jr, MBA, CIMA®

Investment Consultant

Matt Hammonds

Matt Hammonds, AIF®

Managing Director of Institutional Services

Mark  Hendrickson

Mark Hendrickson, CPA, CFA

Chief Administrative Officer

Mark H. Kordonsky

Mark H. Kordonsky

Principal & Chief Risk Officer

Kevin  Kaiser

Kevin Kaiser, CIMA®, AIF®

Senior Investment Advisor

Bijan  Khairollahi

Bijan Khairollahi

Investment Analyst

Randall C. Long

Randall C. Long, AIF®

Founder & Managing Principal

Valerie  McKellar

Valerie McKellar

Investment Analyst

Bob Noll

Bob Noll, CFA

Senior Investment Consultant

Daniel J.  Quirk

Daniel J. Quirk, CFA, CFP®

Senior Investment Advisor

Patrick  Raynor

Patrick Raynor, CFA

Senior Investment Advisor

Todd  Stewart

B. Todd Stewart, CFA®

Managing Director, Investment Research