Our Los Altos Office

Meet Our Los Altos Colleagues

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Louis P. Abel, CAIA, CFA

Partner

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Rozeta Abovian, CTFA

Partner

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Andrew Adams

Senior Associate

Maria Aguirre

Associate

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Chris Akamine

Partner

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Sean Angelis, CFP®

Principal

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Lynne Anicete

Associate

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Gary Arakawa, CFA, CFP®

Partner

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Christopher Arotin, AIF®, CFP®

Principal

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Cheryl Athas

Senior Associate

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Richard Azarloza, CFA, CFP®

Partner & Market Leader

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Chris Bagileo

Associate

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Amy Banker, AIF®

Principal

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Carrie Barlow

Associate

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Carol Benz

Partner & Chief People Officer

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Jeffrey Blanchard, CFA

Principal

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Marie Del Bove

Principal

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Craig Burger, CFA

Partner

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Jeff Bushman

Senior Associate

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Azaian Cagalingan

Associate

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Andrea Casas

Associate

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Eric Chang, CFA

Principal

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Cecilia Chen, CFA

Principal

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Faith Counio, CFP®

Principal

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Nataliya Crouse

Senior Associate

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Elizabeth Dawson, CFA, CFP®

Principal

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Joel DeMaria, CFP®

Partner

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Kevin Dorwin

Partner & Market Leader

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Katrin Doyle

Principal

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Rebecca Dutka, CFA

Partner

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Jennifer Ellison, CFA

Partner

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Liza EsselSagoe

Senior Associate

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Cecilia Fajardo

Principal

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Andrew Fisher, CFA, CPA

Partner

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Victoria Flores-Manrique, CTFA

Senior Associate

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Stephanie Gervacio

Associate

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Thomas Giddings

Partner

Garrett Gillett

Senior Associate

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Jeffrey Glassman

Partner

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Richard Golinski, CFA

Partner

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Judith Gordon

Principal

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Theresa Guinto

Associate

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Lissa Harris

Principal

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Delia Hernandez

Principal

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Connor Hufer

Associate

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Jack H. Scaff III

Partner

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Teppo Jaakkola

Senior Associate

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Stephen Janachowski

Partner

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Alex Jimenez

Partner

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Will Johnson

Principal

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Anne Johnston, CFP®

Partner

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Nicole Joko

Principal

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André De Jong, FPQP

Associate

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Kate Kittinger, AEP®

Principal

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Jessica Kobaly

Senior Associate

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Jeffrey Lancaster, CFP®

Partner

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Amy Lange, CFA, CFP®

Partner

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Gerry Larr

Partner

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Kristen LaSasso

Senior Associate

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Christine Lee, CFP®

Principal

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Rita Lee, CDFA®, CGMA®, CPA, PFS

Partner

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Brian Lee

Associate

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John Lee, CFP®

Senior Associate

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Andy Lin

Associate

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Winky Liu

Principal

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Dwight Liu

Principal

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Richard Long, CFA

Principal

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Phong Luu, CFA

Principal

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Lyle Maasdorp, CFP®

Principal

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Jessica Marshall

Associate

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Samuel Martin, AIF®, CRPS®

Principal

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Doug McCrea

Partner

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Ruby Mendoza

Associate

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Cooper Miller

Associate

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Melanie Murphy, CPA

Senior Associate

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Patrick Murray, CFA, CFP®

Partner

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David Newson

Partner & Chief Marketing Officer

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Steve Nielander, CFA

Partner

Eda Nino

Associate

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Reed Nothwang, CFP®

Principal

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Javier Ordaz

Senior Associate

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Nicholas Pasichuke

Associate

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Peg Pike

Partner

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Derrick Poon

Senior Associate

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Steven L. Ramirez, CFA, CFP®

Principal

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Kamil Said

Senior Associate

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Alex Saikali

Associate

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Sherman S. Salangad

Senior Associate

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Minnie Yao Sanford, CFP®

Principal

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Marshall Serwitz

Partner

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Deborah Shaug

Principal

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LeAnn Shea

Associate

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Bob Shier, JD

Partner

William Shier

Associate

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Samuel Short

Associate

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Javier Solis, CFP®

Partner

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Michelle Soto, CDFA®, CFP®

Partner

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Shelby Stahr, CFP®

Principal

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Robert J. Sullivan, CFP®

Partner

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Colleen Supran, CFA

Partner

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Howard Sussman, CFP®, JD

Principal

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Bonnie Suveerachaimontian, ChFC®

Principal

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Scott Swanson, CFA

Partner

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Pam Swenson

Senior Associate

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Sue Takano

Associate

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Emily Taken-Vertz, CFP®

Principal

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Christian Thwaites

Partner

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Scott Toomasson, FPQP

Principal

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Brian Tu

Principal

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Myles VanderWeele, CFP®

Partner

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Tania Vasquez

Principal

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Cynthia Venturelli, FPQP

Principal

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Steve Walker

Partner

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Todd Walklett, CFA, CFP®

Partner

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Eric Warbrick, CPA

Principal

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Aaron Waxman, CFP®, CPA

Partner

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Valerie Weinfeld

Senior Associate

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Craig Wells

Partner

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Kim Wilkinson

Partner

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Steve Williams

Partner & Chief Client Officer

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Susan Wolf

Partner

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Peter Yoon, CFA

Principal

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Dustan Zavatsky

Senior Associate

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.