Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Andrew Adams
Senior Associate
Maria Aguirre
Associate
Sean Angelis, CFP®
Principal
Lynne Anicete
Carol Benz
Partner & Chief People Officer
Yasmin Bichara-Jakovljevic
Jeffrey Blanchard, CFA
Marie Del Bove
Jeff Bushman
Eric Chang, CFA
Nataliya Crouse
Elizabeth Dawson, CFA, CFP®
Joel DeMaria, CFP®
Partner
Andrew Fisher, CFA, CPA
Steve Florance, CFA
Stephanie Gervacio
Richard Golinski, CFA
Theresa Guinto
Connor Hufer
Teppo Jaakkola
André De Jong, FPQP
Jeffrey Lancaster, CFP®
Christine Lee, CFP®
Andy Lin
Richard Long, CFA
Lyle Maasdorp, CFP®
Ruby Mendoza
Melanie Murphy, CPA
David Newson
Partner & Chief Marketing Officer
Veronica Rubio, CFP®
Sherman S. Salangad
LeAnn Shea
Samuel Short
Shelby Stahr, CFP®
Colleen Supran, CFA
Bonnie Suveerachaimontian, ChFC®
Emily Taken-Vertz, CFP®
Scott Toomasson, FPQP
Myles VanderWeele, CFP®
Aaron Waxman, CFP®, CPA
Valerie Weinfeld
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Jonathan Taylor
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