Wealth Management

Cord A. Adams, AWMA, AAMS
Wealth Advisor

Mollie Ales
Associate Wealth Coordinator

Yolanda Aponte
Client Services Associate

Mallory Armijo, CFA®
Senior Investment Consultant

Melissa Babyak
Client Services Manager

Rodney Balbuena
Managing Director

Brock Becker, CFP®
Financial Planner

Brett Bollaert
Servicing Specialist

Barbara Bowers
Wealth Advisor

Natalie Brent, CWS®
Wealth Advisor

Benaiah J. Burnich, QPFC
Financial Consultant

Kindra Byerly, CWS®, AIF®
Wealth Advisor

Clint Campbell, CFA®, CFP®
Wealth Advisor

Max Henry Campos
Director of Insurance Services

Brandon Clark
Operations Associate

Karen Clark
Client Relations Manager

Dave Coen
Financial Advisor

Matt Cosgriff, CFP®, CPFA
SVP, Head of Wealth Management Advisory Services

Tom Demko
Managing Director

Neil Elmouchi, AIF® , ChFC®, CEPA®, CLU®
Managing Director

Nicholas Faller, CFP®
Wealth Advisor

Thomas Goldman
Associate Wealth Advisor

Morgan Golich
Associate Wealth Coordinator

Michael Hall, AIF®
Senior Wealth Advisor

Reagan Hall
Junior Analyst

Jennifer Jorgenson, AIF®, CFS, CPFA™
Retirement Plan Consultant

Janet Josselyn, AIF®
Vice President, Wealth Advisor

Maria Kamin
Associate Wealth Advisor

Will Kessel
Wealth Advisor

Cody Klein, CEPA®, AIF®
Managing Director

Michelle Klein
Financial Advisor

Gregory A. Koehler, CFP®, QPFC
Wealth Management

Evan Lamb, CFA
Financial Advisor

Nick Lamb, CFA
Financial Advisor

Catherine Lacey
Associate Wealth Coordinator

John Majors, FSA, CFA, AEP
Family CFO

Chris Martin, CFP®, CRPC®
Private Wealth Advisor

Stephen Mazer
Wealth Advisor

Elizabeth McGee, CWS®, AIF®
Wealth Advisor

Marie Norkett, CFP®
Wealth Advisor

Carrie Olsen
Advisory Services Associate

Chad Olson
Financial Advisor

Rakhee Price
Client Relations Manager

Christy Quintero, FPQP®
Director of Client Relations

Daniel J. Quirk, CFA, CFP®
Senior Investment Advisor

Renae Ransdell, CFP®
Senior Vice President, Wealth Advisor

Jared Remesz, CFP®,CWS®, AIF®
Wealth Advisor

Cesar Romero, MBA
Wealth Advisor

Theodore J Sarenski, CFP®, PFS, AEP
Wealth Advisor

Kevin Schmeits
Retirement Plan Consultant

Kolleen Schocke
Director, Wealth Management Marketing and Operations

Rose Sepanak
Servicing Specialist

Zack Smith, CFP®
Financial Advisor

Nicholas Sobczynski
Associate Wealth Coordinator

Bianca Soto
Senior Advisory Services Associate

Jennifer Spagnola
Advisory Services Administrator

Garrett Stinson
Managing Director

Austin Suzak
Servicing Specialist

Kyle Thompson, AIF®
Senior Vice President, Wealth Advisor

Charlotte Valentino, CFP®
Financial Wellness Director

Judy VanArsdale
Managing Director, Financial Advisor

Lisa VanArsdale
Managing Director, Financial Advisor

Winston Ventura
Wealth Advisor

Kevin Ward
Senior VP – Wealth Advisor

Douglas A. Webster, AIFA®
Managing Director

Eric Weissman, AIF®
Financial Wellness Consultant

Kristy Whitaker
Director of Client Services

Diana Woolley
Client Relations and Marketing Associate

Jen Wong
Administrative Assistant

Alexis Zuccaro, CWS®, AIF®
Wealth Advisor