Jojo Cresci, CFP®
Partner
Bob Burlinson
Sr. Director, Private Investments
Jessica Chen, CFA®
Wealth Advisor
Leigh Shimamoto, JD, CFP®
Sr. Wealth Advisor
Matt Krensky
Partner, Regis Group
Peter Gifford
Partner, Sr. Wealth Advisor
Stephen Donahue
Partner, Sr. Wealth Advisor
Jeff Blum
Regional Vice President
Adrienne Anderson
Sr. Relationship Manager
Sarah Biser
Relationship Associate

