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SUCCESS STORIES
NVIDIA loyalist saves taxes, reduces risk, and reaps rewards
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SUCCESS STORIES
Dad’s Sudden Departure Leaves Rob Unprepared
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SUCCESS STORIES
Apple Fanboy uses a CRUT to generate a comfortable lifetime of income
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SUCCESS STORIES
Tax Benefits for the Charitably Inclined
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SUCCESS STORIES
Inherited Property Dilemma
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SUCCESS STORIES
Investing with Your Values
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SUCCESS STORIES
RSUs Can Make for a Shocking Tax Bill without Proper Planning
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SUCCESS STORIES
Eleventh Hour Interception Significantly Reduces Tax Bill
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SUCCESS STORIES
Test Driving Real Estate Options
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SUCCESS STORIES
Big Questions Around A Career Transition
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SUCCESS STORIES
Income & Managed Overlay Strategies
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SUCCESS 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
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Jack Zhao, CFA®
Senior Equity Analyst & Portfolio Manager of Explore Strategies
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Ann Luong
Marketing Manager
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Demia Edwards
Lead Client Service Specialist
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Sneha Vaidya, FPQP®
Client Service Specialist
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Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
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Roxanne Cardenas, IACCP®
Compliance Manager
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Anthony Piquit
Business Operations Specialist & Portfolio Administrator
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Alex Leitzes
Principal
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Gina McGhee, FPQP®
Financial Planning Associate
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Emily Hazelroth, CFP®
Senior Financial Advisor & Advisor Manager
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Archana Turaga
Financial Planning Associate
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Tom Guinane
Principal and Business Development Manager
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Carissa Yen, FPQP®
Associate Financial Advisor
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Daniel Spector-Franson, CFP®
Financial Advisor
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Michelle Wong
Workplace Experience Coordinator
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Tyler Patterson, CFP®
Financial Advisor
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Alejandra Torres
Trader & Data Specialist
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Misty Martinez
Client Service Specialist
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Kenji Nagase
Client Service Specialist
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Will Berg
Associate Financial Advisor
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Ken Vander Kooi, CFP®
Senior Financial Advisor
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Michel’le Correia
Client Service Specialist
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Lisa Ozaki, CFP®
Associate Financial Advisor
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Jack Stannard
Business Development Associate
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Conor Wilkes
Chief Operating Officer
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Curt Tyler
Investment Associate
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Julian Weiswasser
Client Service Specialist
