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