Carol Ann Casebolt, CFP®
Wealth Advisor
Chris Gomez, CFP®
Wealth Advisor
Danny Polyakov, CFP®, EA
Wealth Advisor
Rich Davtyan, CFP®
Principal
Arevik Manukyan
Manager, Client Service
Dominique Langerman, MPA, CAP®
Regional Vice President, Endowments and Foundations
Ian Smith
Client Service Specialist
Riley Baer
Client Service Specialist
Raul Palma
Regional Vice President
Saman Bigharaz
Regional Vice President
Anna Dominique Mendoza
Tax Associate
Ashley Martinez
Tax Associate

