Our Team

Randy M. Long

JD, CFP®, CExP, President


Randy is a consultant, implementer, and advisor. His unique business perspective, built upon an extensive background of more than 30 years of experience, enables him to help families make the best possible decisions for their future success. Randy helps family stewards prepare to face the challenge of building their business and transitioning their wealth to the next generation.

A graduate of Liberty University and the San Joaquin College of Law, Randy specializes in estate planning, exit planning and business law. In addition, he has a background in private insurance services, and he earned his certified financial planner (CFP) professional designation from the University of Southern California. He is a member of the Financial Planning Association and the California Bar. For the past 25 years, he has served as a trustee and board member for several national Christian non-profit organizations .

Randy understands the importance of family: he and his wife, Lydia, have five children. His firsthand knowledge of growing his own family places him in an ideal position to help others. You can read more about the Long family story here.

Jason Egli

CFP®, ChFC®, CLU®, Investment Advisor

 

Jason is responsible for researching, developing, executing, and monitoring the investment strategy for clients of the firm. Jason also directs client care management and insurance-related issues in the California office. Jason served as Support Services Director for Mennonite Brethren Missions and Services International (MBMSI), managing five offices and the finance department before joining the Long Family Office team.

He graduated from Fresno Pacific University in Fresno with a B.A. in Management and Organizational Development, and has completed the Certified Financial Planner® (CFP®), Chartered Financial Consultant®, (ChFC®), and Chartered Life Underwriter® (CLU®) designations.

Jason and his wife have two daughters and twin boys. They reside in Reedley, CA, where they enjoy camping and the great outdoors.

Ellen Long

MBA, Advisor

Ellen continues the Long family’s commitment to excellence by providing client care services and coordinating the firm's marketing efforts. She earned her bachelor’s degree in Business Administration from North Greenville University and her M.B.A. from Liberty University, and is currently pursuing her CFP® designation from Boston University. 

Ellen worked for an insurance firm, as well as several of Wilmington’s premier business consultants before joining the Long Family Office. 

She is a graduate of the Leadership Wilmington Class of 2015, and volunteers with CRU, a UNC-W non-profit organization.

Micah Long

Content Developer

Micah is the family writer, beginning his career blogging and writing while at UNCW, earning a B.S. in business administration with a concentration in finance. He found that content development combined both his passion for writing and his training in finance, so it was a natural fit to bring him on to the Long Family Office team. Currently, Micah is using his writing skills to further his education at Liberty Law School in Lynchburg, VA. 

Micah concentrates on producing top quality content, delivering research and support, and providing marketing strategy and insights.