Wealth Management
Mallory Armijo, CFA®
Investment Analyst
Brock Becker, CFP®
Financial Planner
Benaiah J. Burnich, QPFC
Financial Consultant
Dave Coen
Financial Advisor
Tom Demko
Managing Director
Margaret Dragolovich
Client Service Manager
Joyce Jennings, QPFC
Account Executive
Sean Gregory King, JD, CPA
Principal
Gregory A. Koehler, CFP®, QPFC
Wealth Management
Nick Lamb, CFA
Financial Advisor
Jessica Lanning
Practice Manager, South Region
Randall C. Long, AIF®
Founder & Managing Principal
John Majors, FSA, CFA, AEP
Family CFO
Chris Martin, CFP®, CRPC®
Private Wealth Advisor
Chad Olson
Financial Advisor
Daniel J. Quirk, CFA, CFP®
Senior Investment Advisor
Todd P. Redd, CFP®
Private Wealth Advisor
Wayne Roth
Retirement Plan Consultant
Kevin Schmeits
Account Executive
Garrett Stinson
Managing Director
Charlotte Valentino
Private Wealth Operations
Douglas A. Webster, AIFA®
Managing Director
Eric Weissman, AIF®
Financial Wellness Consultant