Broker Check

Executive Team

Randall C. Long

Randall C. Long

Founder & Managing Principal

Mark Hendrickson

Mark Hendrickson, CPA, CFA®

Chief Administrative Officer

Jeremy Holly

Jeremy Holly

Chief Development and Integration Officer

Jorge Bernal

Jorge Bernal

Chief Operating Officer

Sharina Merid

Sharina Merid, JD

Chief Compliance Officer

Tara  Egan

Tara Egan, MBA, SPHR

Managing Director, Human Resources

Tony Notermann

Tony Notermann

Chief Financial Officer