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

Dan Costigan*

Dan Costigan, MBA

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

Lupe Martinez

Lupe Martinez

Marketing Associate

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

Todd P.  Redd

Todd P. Redd, CFP​®

Private Wealth Advisor

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

Senior Vice President, Wealth Advisor

Charlotte  Valentino

Charlotte Valentino

Private Wealth Operations

Eric Weissman

Eric Weissman, AIF®

Financial Wellness Consultant

Jen Wong

Jen Wong

Administrative Assistant

Rodney Balbuena

Rodney Balbuena

Managing Director

Thomas Goldman

Thomas Goldman

Associate Wealth Advisor