Meet our experienced team of professionals

We believe in lifelong learning and have built an environment that attracts highly motivated and skilled employees. All of our lead and associate advisors are CERTIFIED FINANCIAL PLANNER^TM (CFP®) professionals. Additional certifications held by team members include: Chartered Financial Consultant (ChFC®), Enrolled Agent (EA), Certified Investment Management Analyst (CIMA®), Chartered Advisor in Philanthropy (CAP®), Certified Private Wealth Advisor (CPWA®), Chartered Life Underwriter (CLU®), and ACCREDITED ESTATE PLANNER® (AEP®).

Click below to learn more about each of the Longview team members:

Jessica Smith
President

CFP®, CAP®, CPWA®, CLU®, NRFA

Jeff Cedarholm
Chief Investment Officer

CIMA®, CFP®, ChFC®, CLU®, NRFA

Jeff Jones
Director of Financial Planning

CFP®, EA, NRFA, MS

Vanessa Do
Client Service Associate

Andrew Gipner
Financial Advisor

CFP®, AEP®, NRFA, MS

Wes Johnson
Sr. Investment Analyst

CIMA®

Jonathan Jones
Associate Advisor

CFP®

Chad Odell
Investment Analyst

CIMA®

Debbie Wright
Client Service Associate & Office Manager