Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Toni Hayakawa, CFP®

Associate Wealth Advisor

Amitha Harichandran, CFP®

Partner, Sr. Wealth Advisor

Matthew Burke, CPA, CFP®

Partner, Business Management

Richard Singer, MBA

Partner, Sr. Wealth Advisor

Stephanie Connor Arkof

Partner, Sr. Wealth Advisor

Kurt Vogel

Relationship Manager

Parker Montgomery

Assistant Account Manager

Aplavya (AZ) Gupta

Portfolio Manager

Judith Somera Campbell

Accounting Associate

Marianna Krasnoshtein

Director, Client Accounting

Tammy Gorokhov

Accounting Associate

April Hwang, CPA, MST

Manager, Tax Services

Bessie Palacios

Sr. Tax Associate

Elaina Kogan, CPA, MBT

Partner, Tax Services

Natasha Orozco

Tax Associate

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Mercer Advisors Team