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SUCCESS STORIES
Financial Modeling & Legacy Planning
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SUCCESS STORIES
Income & Managed Overlay Strategies
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SUCCESS STORIES
Big Questions Around A Career Transition
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SUCCESS STORIES
Inherited Property Dilemma
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SUCCESS STORIES
Test Driving Real Estate Options
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SUCCESS STORIES
Eleventh Hour Interception Significantly Reduces Tax Bill
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SUCCESS STORIES
RSUs Can Make for a Shocking Tax Bill without Proper Planning
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SUCCESS STORIES
Tax benefits for the Charitably Inclined
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Tiffany Lessler, FPQP™
Talent Manager
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Colin Higgins
Chief Executive Officer
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Kurt Hoefer, CFA
Chief Strategy Officer
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Jennifer Rouse
Director of Operations & Chief Compliance Officer
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Joe Martin
Chief Client Experience Officer
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Alex Katz
Chief Growth Officer
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Aaron Szager, CFP®
Advisor Group Manager
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Cynthia Duncan
Senior Financial Advisor
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Sherry Williams, CFP®
Senior Financial Advisor
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Claire Shifren, CFP®
Senior Financial Advisor
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Eric Jungling, CFP®
Senior Financial Advisor
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Mandy Pham, CFP®, CFA, EA
Senior Financial Advisor
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Adam Govani, CFP®
Financial Advisor
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Jason Yu
Research Associate
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Charles Angle, CFP®
Financial Planning Associate
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Michael Kon, CFA
Director of Research & Portfolio Manager
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Matthew Gordon, CFA
Senior Equity Analyst & Portfolio Manager
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Jack Zhao, CFA
Equity Analyst
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Brearin Land, CFP®
Principal
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Ann Luong
Marketing Manager
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Diane Johnson
Senior Client Service Specialist
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Demia Edwards
Client Service Specialist
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Sneha Vaidya
Client Service Specialist
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Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
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Roxanne Cardenas
Compliance Manager
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Alejandra Torres
Business Operations Specialist
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Anthony Piquit
Client Service Specialist
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David Langhals, CFP®
Financial Planning Associate
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Diana Le
Financial Planning Associate
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William Lorne
Business Operations Specialist
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Alex Leitzes
Principal
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Lisa Morabe
Office Administrator
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Winnie Butt, CFA, CFP®
Senior Financial Advisor
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Gina McGhee
Financial Advisor Assistant
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Emily Hazelroth, CFP®
Financial Advisor
