活在灣區，自在快活

Tiffany Lesser, FPQP™

Talent Manager

Colin Higgins

Chief Executive Officer

Kurt Hoefer, CFA

Chief Strategy Officer

Jennifer Rouse

Director of Operations & Chief Compliance Officer

Joe Martin

Chief Client Experience Officer

Alex Katz

Chief Growth Officer

Aaron Szager, CFP®

Advisor Group Manager

Sherry Williams, CFP®

Senior Financial Advisor

Claire Shifren, CFP®

Senior Financial Advisor

Eric Jungling, CFP®

Senior Financial Advisor

John Wei, CFP®, CPWA®

Senior Financial Advisor

Mandy Pham, CFP®, CFA

Senior Financial Advisor

Adam Govani, CFP®

Financial Advisor

Lana Xiao, CFP®

Financial Advisor

Jason Yu, FPQP™

Financial Planning Associate

Cynthia Duncan

Senior Financial Advisor

Emily Trang

Office Administrator

Charles Angle, CFP®

Financial Planning Associate

Saad Bajwa

Financial Planning Associate

Kevin Szeto

Financial Planning Associate

Michael Kon, CFA

Director of Research & Portfolio Manager

Matthew Gordon, CFA

Senior Equity Analyst & Portfolio Manager

Jack Zhao, CFA

Equity Analyst

Brearin Land, CFP®

Principal

Ann Luong

Strategy Associate

Diane Johnson

Senior Client Service Specialist

Demia Edwards

Client Service Specialist

Sneha Vaidya

Client Service Specialist

Ayse Pehlivan

Senior Portfolio Administrator and Fixed Income Trader

Roxanne Cardenas

Compliance Associate & Senior Business Operations Specialist

Amanda Galvao

Business Operations Specialist & Portfolio Administrator

Alejandra Torres

Business Operations Specialist

Anthony Piquit

Client Service Specialist