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Tiffany Lessler, FPQP®
Director of Talent
Colin Higgins
Chief Executive Officer
Kurt Hoefer, CFA®
Chief Strategy Officer
Jennifer Rouse
Director of Operations & Chief Compliance Officer
Joe Martin, FBS®
Chief Client Experience Officer
Alex Katz
Chief Growth Officer
Cynthia Duncan
Senior Financial Advisor
Claire Shifren, CFP®
Senior Financial Advisor
Eric Jungling, CFP®
Senior Financial Advisor
Mandy Pham, CFP®, CFA®, EA
Senior Financial Advisor & Financial Planning Committee Chairperson
Jason Yu, CFA®
Equity Analyst
Michael Kon, CFA®
Director of Research & Portfolio Manager
Matthew Gordon, CFA®
Senior Equity Analyst & Portfolio Manager
Jack Zhao, CFA®
Senior Equity Analyst & Portfolio Manager of Explore Strategies
Ann Luong
Marketing Manager
Demia Edwards
Lead Client Service Specialist
Sneha Vaidya, FPQP®
Client Service Specialist
Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
Roxanne Cardenas, IACCP®
Compliance Manager
Anthony Piquit
Business Operations Specialist & Portfolio Administrator
Alex Leitzes
Principal
Gina McGhee, FPQP®
Financial Advisor Assistant
Emily Hazelroth, CFP®
Senior Financial Advisor & Advisor Manager
Cindy Cutler
Finance and Systems Administrator
Archana Turaga
Financial Planning Associate
Tom Guinane
Principal and Business Development Manager
Carissa Yen, FPQP®
Associate Financial Advisor
Daniel Spector-Franson, CFP®
Financial Advisor
Michelle Wong
Workplace Experience Coordinator
Tyler Patterson, CFP®
Financial Advisor
Alejandra Torres
Trader & Data Specialist
Misty Martinez
Client Services Specialist
Kenji Nagase
Client Service Specialist
Will Berg
Associate Financial Advisor
Ken Vander Kooi, CFP®
Senior Financial Advisor
Michel’le Correia
Client Service Specialist
Lisa Ozaki, CFP®
Associate Financial Advisor