Wealth Management Team
Mallory Armijo, CFA®
Senior Investment Consultant
Ken Barnes, CFP®, CIMA®
Investment Advisor Representative
Brock Becker, CFP®
Financial Planner
Heather Birkin
Compliance Associate
Benaiah J. Burnich, QPFC
Financial Consultant
Dave Coen
Financial Advisor
Dan Costigan, MBA
Financial Advisor
Tom Demko*
Managing Director
Margaret Dragolovich
Client Service Manager
Joyce Jennings, QPFC
Account Executive
Janet Josselyn, AIF®
Vice President, Wealth Advisor
Maria Kamin
Associate Wealth Advisor
Sean Gregory King, JD, CPA
Principal
Gregory A. Koehler CFP®, QPFC
Wealth Management
Nick Lamb, CFA®
Financial Advisor
Lupe Martinez
Marketing Associate
Randall C. Long
Founder & Managing Principal
John Majors, FSA, CFA®, AEP
Family CFO
Chris Martin, CFP®, CRPC®
Private Wealth Advisor
Chad Olson
Financial Advisor
Daniel J. Quirk, CFA®, CFP®
Investment Advisor
William Posch, AIF
Retirement Plan Consultant
Todd P. Redd, CFP®
Private Wealth Advisor
Marc Schmeeckle*, MBA
Retirement Plan Consultant
Kevin Schmeits
Retirement Plan Consultant
Zack Smith, CFP®
Financial Advisor
Garrett Stinson
Managing Director
Kyle Thompson
Senior Vice President, Wealth Advisor
Charlotte Valentino
Private Wealth Operations
Douglas A. Webster, AIFA®
Managing Director
Eric Weissman, AIF®
Financial Wellness Consultant
Jen Wong
Administrative Assistant
Rodney Balbuena
Managing Director
Thomas Goldman
Associate Wealth Advisor