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

Margaret  Dragolovich

Margaret Dragolovich

Client Service Manager

Joyce  Jennings

Joyce Jennings, QPFC

Account Executive

Janet Josselyn

Janet Josselyn, AIF®

Vice President, Wealth Advisor

Maria Kamin

Maria Kamin

Associate 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

Bianca Soto

Bianca Soto

Senior Advisory Services Associate

Barbara Bowers

Barbara Bowers

Wealth Advisor

Brad White

Brad White, AIF

Wealth Advisor

Carrie Olsen

Carrie Olsen

Advisory Services Associate

Stephen Mazer

Stephen Mazer

Wealth Advisor

Louise  Short

Louise Short

Wealth Advisor

Jennifer  Spagnola

Jennifer Spagnola

Advisory Services Administrator

Steve  Sansone

Steve Sansone, JD, AIF

Managing Director

Kurt Murphy

Kurt Murphy

SVP, Wealth Management Operations

Kevin VanDyke

Kevin VanDyke

Managing Director

Will Kessel

Will Kessel

Wealth Advisor

Rob Pearl

Rob Pearl, CFP®

Wealth Advisor

Kevin  Ward

Kevin Ward

Senior VP – Wealth Advisor

Warren Waters

Warren Waters CFP®, CDFA®

Senior VP - Wealth Advisor

Mollie Ales

Mollie Ales

Associate Wealth Coordinator

Yolanda Aponte

Yolanda Aponte

Client Services Associate

Melissa Babyak

Melissa Babyak

Client Services Manager

Brett Bollaert

Brett Bollaert

Servicing Specialist

Casey Brooks

Casey Brooks

Administrative Assistant

Max Henry Campos

Max Henry Campos

Director of Insurance Services

Brandon Clark

Brandon Clark

Operations Associate

Karen Clark

Karen Clark

Client Relations Manager

Nicholas Faller

Nicholas Faller, CFP®

Associate Wealth Advisor

Morgan Golich

Morgan Golich

Associate Wealth Coordinator

Reagan Hall

Reagan Hall

Junior Analyst

Catherine  Lacey

Catherine Lacey

Associate Wealth Coordinator

Kimberly Lau

Kimberly Lau, CEPA®

VP Wealth Management Operations

Stephan Miskjian

Stephan Miskjian

Senior Investment Advisor

Rakhee Price

Rakhee Price

Client Relations Manager

Christy Quintero

Christy Quintero, FPQP®

Director of Client Relations

Renae Ransdell

Renae Ransdell, CFP®

Senior Vice President, 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

Dak  Spivey

Dak Spivey

Investment Advisor

Austin Suzak

Austin Suzak

Servicing Specialist

Diana Woolley

Diana Woolley

Client Relations and Marketing Associate