Broker Check

Wealth Management Team

Mallory  Armijo

Mallory Armijo, CFA®

Senior Investment Consultant

Ken  Barnes

Ken Barnes, CFP®, CIMA®

Investment Advisor Representative

Brock  Becker

Brock Becker, CFP®

Financial Planner

Heather  Birkin

Heather Birkin

Compliance Associate

Benaiah J. Burnich

Benaiah J. Burnich, QPFC

Financial Consultant

Dave Coen

Dave Coen

Financial Advisor

Tom Demko*

Tom Demko*

Managing Director

Janet Josselyn

Janet Josselyn, AIF®

Vice President, Wealth Advisor

Nick  Lamb

Nick Lamb, CFA®

Financial Advisor

Randall C. Long

Randall C. Long

Founder & Managing Principal

Chris  Martin

Chris Martin, CFP®, CRPC®

Private Wealth Advisor

Chad Olson

Chad Olson

Financial Advisor

William Posch

William Posch, AIF

Retirement Plan Consultant

Marc Schmeeckle

Marc Schmeeckle*, MBA

Retirement Plan Consultant

Kevin Schmeits

Kevin Schmeits

Retirement Plan Consultant

Zack  Smith, CFP®

Zack Smith, CFP®

Financial Advisor

Garrett  Stinson

Garrett Stinson

Managing Director

Kyle Thompson

Kyle Thompson, AIF®

Senior Vice President, Wealth Advisor

Charlotte  Valentino

Charlotte Valentino, CFP®

Financial Wellness Director

Eric Weissman

Eric Weissman, AIF®

Financial Wellness Consultant

Jen Wong

Jen Wong

Administrative Assistant

Thomas Goldman

Thomas Goldman

Associate Wealth Advisor

Rodney Balbuena

Rodney Balbuena

Managing Director

Evan Lamb

Evan Lamb, CFA

Financial Advisor

Jennifer  Spagnola

Jennifer Spagnola

Advisory Services Administrator

Steve  Sansone

Steve Sansone, JD, AIF

Managing Director

Will Kessel

Will Kessel

Wealth Advisor

Max Henry Campos

Max Henry Campos

Director of Insurance Services

Brandon Clark

Brandon Clark

Operations Associate

Reagan Hall

Reagan Hall

Junior Analyst

Michelle Klein

Michelle Klein

Financial Advisor

Stephan Miskjian

Stephan Miskjian

Senior Investment Advisor

Christy Quintero

Christy Quintero, FPQP®

Director of Client Relations

Cesar Romero

Cesar Romero, MBA

Wealth Advisor

Rose Sepanak

Rose Sepanak

Servicing Specialist

Kolleen Schocke

Kolleen Schocke

Director, Wealth Management Marketing and Operations

Nicholas Sobczynski

Nicholas Sobczynski

Associate Wealth Coordinator

Austin Suzak

Austin Suzak

Servicing Specialist

Diana Woolley

Diana Woolley

Client Relations and Marketing Associate

Kristy  Whitaker

Kristy Whitaker

Director of Client Services

Judy VanArsdale

Judy VanArsdale

Senior Wealth Advisor

Lisa VanArsdale

Lisa VanArsdale

Senior Wealth Advisor