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®), and Chartered Life Underwriter (CLU®).

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

Jeff Cedarholm
President & Chief Investment Officer

CIMA®, CFP®, ChFC®, CLU®, NRFA

Jessica Smith
Vice President

CFP®, CAP®, CPWA®, CLU®, NRFA

Jeff Jones
Director of Financial Planning

CFP®, EA, NRFA, MS

Lauren Cooper
Financial Advisor

CFP®, MS

Andrew Gipner
Financial Advisor

CFP®, NRFA, MS

Wes Johnson
Sr. Investment Analyst

CIMA®

Chad Odell
Investment Analyst

Debbie Wright
Client Service Associate & Office Manager