Wealth Management
Cord A. Adams, AWMA, AAMS
Wealth Advisor
Mollie Ales
Client Services Director
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
Randi Bildeaux, CPA, CFP®
Vice President
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®, CPWA
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
Margaret Dragolovich
Client Service Manager
Neil Elmouchi, AIF® , ChFC®, CEPA®, CLU®
Managing Director
Nicholas Faller, CFP®
Associate Wealth Advisor
Fabrizio Giacona, RICP®, AIF®, CWS®
Wealth Advisor
Thomas Goldman
Associate Wealth Advisor
Morgan Golich
Associate Wealth Advisor
Reagan Hall
Junior Analyst
Joyce Jennings, QPFC
Account Executive
Janet Josselyn, AIF®
Vice President, Wealth Advisor
Maria Kamin
Associate Wealth Advisor
Will Kessel
Wealth Advisor
Sean Gregory King, JD, CPA
Principal
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 Advisor
Kimberly Lau, CEPA®
VP Wealth Management Operations
John Majors, FSA, CFA, AEP
Family CFO
Ryan Maglio
Wealth Advisor
Chris Martin, CFP®, CRPC®
Private Wealth Advisor
Stephen Mazer
Wealth Advisor
Elizabeth McGee, CWS®, AIF®
Wealth Advisor
Kurt Murphy
SVP, Wealth Management Operations
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
Jared Remesz, CWS®, AIF®
Wealth Advisor
Theodore J Sarenski, CFP®, PFS, AEP Sarenski
Wealth Advisor
Kevin Schmeits
Retirement Plan Consultant
Kyle Seeman
Senior Advisory Services Associate
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 Advisor
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
Private Wealth Operations
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
Brad White, AIF®
Wealth Advisor
Diana Woolley
Client Relations and Marketing Associate
Jen Wong
Administrative Assistant
Alexis Zuccaro, CWS®, AIF®
Wealth Advisor
Jennifer Jorgenson, AIF®, CFS, CPFA™
Retirement Plan Consultant