Wealth Management
Cord A. Adams, AWMA, AAMS
Wealth Advisor
Mallory Armijo, CFA®
Senior Investment Consultant
Rodney Balbuena
Managing Director
Brock Becker, CFP®
Financial Planner
Barbara Bowers
Wealth Advisor
Benaiah J. Burnich, QPFC
Financial Consultant
Clint Campbell, CFA®, CFP®, CPWA
Wealth Advisor
Dave Coen
Financial Advisor
Tom Demko
Managing Director
Margaret Dragolovich
Client Service Manager
Thomas Goldman
Associate Wealth Advisor
Joyce Jennings, QPFC
Account Executive
Janet Josselyn, AIF®
Vice President, Wealth Advisor
Maria Kamin
Associate Wealth Advisor
Sean Gregory King, JD, CPA
Principal
Gregory A. Koehler, CFP®, QPFC
Wealth Management
Evan Lamb, CFA
Financial Advisor
Nick Lamb, CFA
Financial Advisor
Randall C. Long, AIF®
Founder & Managing Principal
John Majors, FSA, CFA, AEP
Family CFO
Ryan Maglio
Wealth Advisor
Chris Martin, CFP®, CRPC®
Private Wealth Advisor
Stephen Mazer
Wealth Advisor
Kurt Murphy
SVP, Wealth Management Operations
Marie Norkett, CFP®
Wealth Advisor
Carrie Olsen
Advisory Services Associate
Chad Olson
Financial Advisor
Daniel J. Quirk, CFA, CFP®
Senior Investment Advisor
Todd P. Redd, CFP®
Private Wealth Advisor
Theodore J Sarenski, CFP®, PFS, AEP Sarenski
Wealth Advisor
Kevin Schmeits
Retirement Plan Consultant
Kyle Seeman
Senior Advisory Services Associate
Kolleen Schocke
Director, Wealth Management Marketing and Operations
Louise Short
Wealth Advisor
Bianca Soto
Senior Advisory Services Associate
Jennifer Spagnola
Advisory Services Administrator
Garrett Stinson
Managing Director
Kyle Thompson, AIF®
Senior Vice President, Wealth Advisor
Charlotte Valentino
Private Wealth Operations
Kevin VanDyke, AIF®
Managing Director
Douglas A. Webster, AIFA®
Managing Director
Eric Weissman, AIF®
Financial Wellness Consultant
Brad White, AIF®
Wealth Advisor
Jen Wong
Administrative Assistant