Wealth Management
Mallory Armijo, CFA®
Senior Investment Consultant
Rodney Balbuena
Managing Director
Brock Becker, CFP®
Financial Planner
Benaiah J. Burnich, QPFC
Financial Consultant
Dave Coen
Financial Advisor
Dan Costigan, MBA
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
Nick Lamb, CFA
Financial Advisor
Randall C. Long, AIF®
Founder & Managing Principal
John Majors, FSA, CFA, AEP
Family CFO
Chris Martin, CFP®, CRPC®
Private Wealth Advisor
Lupe Martinez
Marketing Associate
Chad Olson
Financial Advisor
Daniel J. Quirk, CFA, CFP®
Senior Investment Advisor
Todd P. Redd, CFP®
Private Wealth Advisor
Kevin Schmeits
Retirement Plan Consultant
Garrett Stinson
Managing Director
Kyle Thompson, AIF®
Senior Vice President, Wealth Advisor
Charlotte Valentino
Private Wealth Operations
Douglas A. Webster, AIFA®
Managing Director
Eric Weissman, AIF®
Financial Wellness Consultant
Jen Wong
Administrative Assistant