Wealth Management

Matt Cosgriff

Matt Cosgriff, CFP®, CPFA

SVP, Head of Wealth Management Advisory Services

Mallory  Armijo

Mallory Armijo, CFA®

 

Senior Investment Consultant

Rodney Balbuena

Rodney Balbuena

Managing Director

Brock  Becker

Brock Becker, CFP®

Financial Planner

Benaiah J. Burnich

Benaiah J. Burnich, QPFC

Financial Consultant

Max Henry Campos

Max Henry Campos

Director of Insurance Services

Brandon Clark

Brandon Clark

Operations Associate

Dave Coen

Dave Coen

Financial Advisor

Tom  Demko

Tom Demko

Managing Director

Nolan Early

Nolan Early

Wealth Advisor

Thomas Goldman

Thomas Goldman

Associate Wealth Advisor

Reagan  Hall

Reagan Hall

Junior Analyst

Chandra Halverson

Chandra Halverson, MBA

SVP, Head of Wealth Management Operations

Mallory  Jackson

Mallory Jackson, CFP®

Associate Wealth Advisor

Janet Josselyn

Janet Josselyn, AIF®

Vice President, Wealth Advisor

Will Kessel

Will Kessel

Wealth Advisor

Michelle Klein

Michelle Klein

Financial Advisor

Evan Lamb

Evan Lamb, CFA

Financial Advisor

Nick  Lamb

Nick Lamb, CFA

Financial Advisor

Chris  Martin

Chris Martin, CFP®, CRPC®

Senior Wealth Advisor

Chad Olson

Chad Olson

Financial Advisor

Christy Quintero

Christy Quintero, FPQP®

Director of Client Relations

Daniel J.  Quirk

Daniel J. Quirk, CFA, CFP®

Senior Investment Advisor

Cesar Romero

Cesar Romero, MBA

Wealth Advisor

Kevin Schmeits

Kevin Schmeits

Retirement Plan Consultant

Kolleen Schocke

Kolleen Schocke

Director, Wealth Management Marketing and Operations

Rose Sepanak

Rose Sepanak

Servicing Specialist

Zack  Smith, CFP®

Zack Smith, CFP®

Financial Advisor

Nicholas Sobczynski

Nicholas Sobczynski

Associate Wealth Coordinator

Jennifer  Spagnola

Jennifer Spagnola

Advisory Services Administrator

Garrett  Stinson

Garrett Stinson

Managing Director

Austin Suzak

Austin Suzak

Servicing Specialist

Kyle Thompson

Kyle Thompson, AIF®

Senior Vice President, Wealth Advisor

Charlotte  Valentino

Charlotte Valentino, CFP®

Financial Wellness Director

Judy VanArsdale

Judy VanArsdale

Senior Wealth Advisor

Lisa VanArsdale

Lisa VanArsdale

Senior Wealth Advisor

Winston Ventura

Winston Ventura

Wealth Advisor

Eric Weissman

Eric Weissman, AIF®

Financial Wellness Consultant

Kristy  Whitaker

Kristy Whitaker

Director of Client Services

Diana Woolley

Diana Woolley

Client Relations and Marketing Associate

Jen Wong

Jen Wong

Administrative Assistant