Wealth Management
Cord A. Adams, AWMA, AAMS
Wealth Advisor
Mollie Ales
Associate Wealth Coordinator
Yolanda Aponte
Client Services Associate
Allison Ardingo
Associate Wealth Coordinator
Mallory Armijo, CFA®
Senior Investment Consultant
Melissa Babyak
Client Services Manager
Rodney Balbuena
Managing Director
Brock Becker, CFP®
Financial Planner
Randi Bildeaux, CPA, CFP®
Vice President
Brett Bollaert
Servicing Specialist
Barbara Bowers
Wealth Advisor
Natalie Brent, CWS®
Wealth Advisor
Casey Brooks
Administrative Assistant
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
Tom Demko
Managing Director
Neil Elmouchi, AIF® , ChFC®, CEPA®, CLU®
Managing Director
Nicholas Faller, CFP®
Wealth Advisor
Fabrizio Giacona, RICP®, AIF®, CWS®
Wealth Advisor
Thomas Goldman
Associate Wealth Advisor
Morgan Golich
Associate Wealth Coordinator
Michael Hall, AIF®
Senior Wealth Advisor
Reagan Hall
Junior Analyst
Joyce Jennings, QPFC
Account Executive
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
Randall C. Long, AIF®
Founder & Managing Principal
Catherine Lacey
Associate Wealth Coordinator
Kimberly Lau, CEPA®
VP Wealth Management Operations
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
Rob Pearl, CFP®
Wealth 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
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
Louise Short
Wealth Advisor
Zack Smith, CFP®
Financial Advisor
Nicholas Sobczynski
Associate Wealth Coordinator
Bianca Soto
Senior Advisory Services Associate
Jennifer Spagnola
Advisory Services Administrator
Andrew M. Spearman, CWS®, AIF®
Wealth Advisor
Dak Spivey
Investment Advisor
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
Kevin VanDyke, AIF®
Managing Director
Kevin Ward
Senior VP – Wealth Advisor
Warren Waters CFP®, CDFA®
Senior VP – Wealth Advisor
Douglas A. Webster, AIFA®
Managing Director
Eric Weissman, AIF®
Financial Wellness Consultant
Kristy Whitaker
Director of Client Services
Brad White, AIF®
Wealth Advisor
Diana Woolley
Client Relations and Marketing Associate
Jen Wong
Administrative Assistant
Alexis Zuccaro, CWS®, AIF®
Wealth Advisor
Cesar Romero, MBA
Wealth Advisor