Wealth Management

Mallory  Armijo

Mallory Armijo, CFA®

 

Senior Investment Consultant

Rodney Balbuena

Rodney Balbuena

Managing Director

Brock  Becker

Brock Becker, CFP®

Financial Planner

Barbara  Bowers

Barbara Bowers

Wealth Advisor

Benaiah J. Burnich

Benaiah J. Burnich, QPFC

Financial Consultant

Dave Coen

Dave Coen

Financial Advisor

Tom  Demko

Tom Demko

Managing Director

Margaret  Dragolovich

Margaret Dragolovich

Client Service Manager

Thomas Goldman

Thomas Goldman

Associate Wealth Advisor

Joyce  Jennings

Joyce Jennings, QPFC

Account Executive

Janet Josselyn

Janet Josselyn, AIF®

Vice President, Wealth Advisor

Maria Kamin

Maria Kamin

Associate Wealth Advisor

Evan Lamb

Evan Lamb, CFA

Financial Advisor

Nick  Lamb

Nick Lamb, CFA

Financial Advisor

Randall C. Long

Randall C. Long, AIF®

Founder & Managing Principal

Ryan Maglio

Ryan Maglio

Wealth Advisor

Chris  Martin

Chris Martin, CFP®, CRPC®

Private Wealth Advisor

Stephen Mazer

Stephen Mazer

Wealth Advisor

Kurt Murphy

Kurt Murphy

SVP, Wealth Management Operations

Carrie Olsen

Carrie Olsen

Advisory Services Associate

Chad Olson

Chad Olson

Financial Advisor

Daniel J.  Quirk

Daniel J. Quirk, CFA, CFP®

Senior Investment Advisor

Todd P.  Redd

Todd P. Redd, CFP​®

Private Wealth Advisor

Kevin Schmeits

Kevin Schmeits

Retirement Plan Consultant

Kyle Seeman

Kyle Seeman

Senior Advisory Services Associate

Kolleen Schocke

Kolleen Schocke

Director, Wealth Management Marketing and Operations

Louise Short

Louise Short

Wealth Advisor

Bianca Soto

Bianca Soto

Senior Advisory Services Associate

Jennifer  Spagnola

Jennifer Spagnola

Advisory Services Administrator

Garrett  Stinson

Garrett Stinson

Managing Director

Kyle Thompson

Kyle Thompson, AIF®

Senior Vice President, Wealth Advisor

Charlotte  Valentino

Charlotte Valentino

Private Wealth Operations

Kevin VanDyke

Kevin VanDyke, AIF®

Managing Director

Eric Weissman

Eric Weissman, AIF®

Financial Wellness Consultant

Brad White

Brad White, AIF®

Wealth Advisor

Jen Wong

Jen Wong

Administrative Assistant