Meet our experienced team of professionals

At Longview Financial Advisors, we believe in lifelong learning and because of that, we 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

Wes Johnson, Chief Investment Officer
CIMA®

Jeff Jones, Director of Financial Planning
CFP®, EA, NRFA, MS

Jeff Cedarholm, Portfolio Manager
CIMA®, CFP®, ChFC®, CLU®, NRFA

Vanessa Do, Client Service Associate

Andrew Gipner, Financial Advisor
CFP®, AEP®, NRFA, MS

Jonathan Jones, Associate Advisor
CFP®

Chad Odell, Portfolio Manager
CIMA®

Debbie Wright, Office Manager