Wealth Management

Mollie Ales

Mollie Ales

Client Services Director

Yolanda  Aponte

Yolanda Aponte

Client Services Associate

Mallory  Armijo

Mallory Armijo, CFA®

 

Senior Investment Consultant

Melissa Babyak

Melissa Babyak

Client Services Manager

Rodney Balbuena

Rodney Balbuena

Managing Director

Brock  Becker

Brock Becker, CFP®

Financial Planner

Barbara  Bowers

Barbara Bowers

Wealth Advisor

Casey Brooks

Casey Brooks

Administrative Assistant

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

Karen Clark

Karen Clark

Client Relations Manager

Dave Coen

Dave Coen

Financial Advisor

Tom  Demko

Tom Demko

Managing Director

Margaret  Dragolovich

Margaret Dragolovich

Client Service Manager

Nicholas Faller

Nicholas Faller, CFP®

Associate Wealth Advisor

Thomas Goldman

Thomas Goldman

Associate Wealth Advisor

Morgan Golich

Morgan Golich

Associate Wealth Advisor

Reagan  Hall

Reagan Hall

Junior Analyst

Joyce  Jennings

Joyce Jennings, QPFC

Account Executive

Janet Josselyn

Janet Josselyn, AIF®

Vice President, Wealth Advisor

Maria Kamin

Maria Kamin

Associate 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

Randall C. Long

Randall C. Long, AIF®

Founder & Managing Principal

Catherine  Lacey

Catherine Lacey

Associate Wealth Advisor

Kimberly Lau

Kimberly Lau, CEPA®

VP Wealth Management Operations

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

Rob Pearl

Rob Pearl, CFP®

Wealth Advisor

Rakhee Price

Rakhee Price

Client Relations Manager

Christy Quintero

Christy Quintero, FPQP®

Director of Client Relations

Daniel J.  Quirk

Daniel J. Quirk, CFA, CFP®

Senior Investment 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

Rose Sepanak

Rose Sepanak

Servicing Specialist

Louise Short

Louise Short

Wealth Advisor

Zack  Smith, CFP®

Zack Smith, CFP®

Financial Advisor

Nicholas Sobczynski

Nicholas Sobczynski

Associate Wealth Advisor

Bianca Soto

Bianca Soto

Senior Advisory Services Associate

Jennifer  Spagnola

Jennifer Spagnola

Advisory Services Administrator

Dak Spivey

Dak Spivey

Investment Advisor

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

Private Wealth Operations

Kevin VanDyke

Kevin VanDyke, AIF®

Managing Director

Kevin Ward

Kevin Ward

Senior VP – Wealth Advisor

 Warren Waters

Warren Waters CFP®, CDFA®

Senior VP – Wealth Advisor

Eric Weissman

Eric Weissman, AIF®

Financial Wellness Consultant

Brad White

Brad White, AIF®

Wealth Advisor

Diana Woolley

Diana Woolley

Client Relations and Marketing Associate

Jen Wong

Jen Wong

Administrative Assistant