Broker Check

Executive Team

Randall C. Long

Randall C. Long

Founder & Managing Principal

Mark Hendrickson

Mark Hendrickson, CPA, CFA®

Chief Administrative Officer

Jorge Bernal

Jorge Bernal

Chief Operating Officer

Natasha Pfeiffer

Natasha Pfeiffer

Chief Legal Officer

Sharina Merid

Sharina Merid, JD

Chief Compliance Officer

Tara  Egan

Tara Egan, MBA, SPHR

Chief Human Resources Officer

Tony Notermann

Tony Notermann

Chief Financial Officer