Investment Team
Mallory Armijo, CFA®
Senior Investment Consultant
Ken Barnes, CFP®, CIMA®
Investment Advisor Representative
Brock Becker, CFP®
Financial Planner
Justin Bogart, QPFC, CIMA®
Retirement Plan Consultant
Jon Chambers, CPFA
Managing Director
John (Jack) Evans, AIF®
Managing Director and Chief Investment Counsel
Mark Forkey
Investment Advisor
Rich Ginel, Jr, MBA, CIMA®
Investment Consultant
Matt Hammonds, AIF®
Managing Director of Institutional Services
Mark Hendrickson, CPA, CFA®
Chief Administrative Officer
Kevin Kaiser, CIMA®, AIF®
Investment Advisor
Mark H. Kordonsky
Principal & Chief Risk Officer
Randall C. Long
Founder & Managing Principal
David Lum, AIFA®, CIMA®
Managing Director
John Majors, FSA, CFA®, AEP
Family CFO
Bob Noll, CFA®
Investment Advisor Representative
Daniel J. Quirk, CFA®, CFP®
Investment Advisor
Patrick Raynor, CFA®
Investment Advisor
B. Todd Stewart, CFA®
Managing Director, Investment Research
Jon T. Upham, MA
Principal
Douglas A. Webster, AIFA®
Managing Director
Stephan Miskjian, CFA, CFP
Senior Investment Advisor
Tim Giampetroni, CFA
Director, Wealth Management Investment Research