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Client STORIES
Tech Sector Loyalist Must Reduce Risk by Diversifying Concentrated Equity
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Client STORIES
Dad’s Sudden Departure Leaves Rob Unprepared
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Client STORIES
Apple Fanboy uses a CRUT to generate a comfortable lifetime of income
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Client STORIES
Tax Benefits for the Charitably Inclined
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Client STORIES
Inherited Property Dilemma
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Client STORIES
Investing with Your Values
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Client STORIES
RSUs Can Make for a Shocking Tax Bill without Proper Planning
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Client STORIES
Eleventh Hour Interception Significantly Reduces Tax Bill
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Client STORIES
Test Driving Real Estate Options
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Client STORIES
Big Questions Around A Career Transition
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Client STORIES
Income & Managed Overlay Strategies
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Client STORIES
Financial Modeling & Legacy Planning
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Tiffany Lessler, FPQP®
Director of Talent
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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
Chief Compliance Officer and Systems & Data Manager
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Joe Martin, FBS®
Chief Client Experience Officer
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Alex Katz
President
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Cynthia Duncan
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 & Director of Financial Planning
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Jason Yu, CFA®
Senior Equity Analyst
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Michael Kon, CFA®
Director of Research & Portfolio Manager
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Matthew Gordon, CFA®
Senior Equity Analyst & Portfolio Manager
