Broker Check

Wealth Management Team

Mallory  Armijo

Mallory Armijo, CFA®

Investment Analyst

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

Margaret  Dragolovich

Margaret Dragolovich

Client Service Manager

Joyce  Jennings

Joyce Jennings, QPFC

Account Executive

Nick  Lamb

Nick Lamb, CFA®

Financial Advisor

Jessica  Majors

Jessica Majors

Practice Manager, South Region

Randall C. Long

Randall C. Long

Founder & Managing Principal

Chris  Martin

Chris Martin, CFP®, CRPC®

Private Wealth Advisor

William Posch

William Posch, AIF

Retirement Plan Consultant

Todd P.  Redd

Todd P. Redd, CFP​®

Private Wealth Advisor

Wayne Roth

Wayne Roth

Retirement Plan Consultant

Kevin Schmeits

Kevin Schmeits

Account Executive

Zack  Smith, CFP®

Zack Smith, CFP®

Financial Advisor

Garrett  Stinson

Garrett Stinson

Managing Director

Charlotte  Valentino

Charlotte Valentino

Private Wealth Operations

Eric Weissman

Eric Weissman, AIF®

Retirement Plan Consultant