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

