Wealth Management Team
Mallory Armijo, CFA®
Investment Analyst
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
Margaret Dragolovich
Client Service Manager
Joyce Jennings, QPFC
Account Executive
Sean Gregory King, JD, CPA
Principal
Gregory A. Koehler CFP®, QPFC
Wealth Management
Nick Lamb, CFA®
Financial Advisor
Jessica Majors
Practice Manager, South Region
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
Wayne Roth
Retirement Plan Consultant
Kevin Schmeits
Account Executive
Zack Smith, CFP®
Financial Advisor
Garrett Stinson
Managing Director
Charlotte Valentino
Private Wealth Operations
Douglas A. Webster, AIFA®
Managing Director
Eric Weissman, AIF®
Financial Wellness Consultant
Tom Demko*
Managing Director