Luc Ceci, CFP®, EA
Principal
Christina Hung, CFP®
Sr. Wealth Advisor
Colton Petty, CFP®
Wealth Advisor
Ethan G. Matkin
Wealth Advisor
Ignatius D’Anna, CFP®, CWS®, CEPA®
Sr. Wealth Advisor
James Shanton, CFP®
Sr. Wealth Advisor
Patrick Lee, CFP®
Wealth Advisor
Petra Chien, CFP®, CEPA®, EA
Sr. Wealth Advisor
Rudolph Brandes, J.D., LL.M., CFP®
Sr. Wealth Advisor
Sloan Petereit, CFP®, CDFA®, NSSA®
Associate Wealth Advisor
Tracy O. Jackson, MS, CFP®
Sr. Wealth Advisor, Director
Tyler Smith, CFP®, AIF®
Sr. Wealth Advisor
Allison Rozell
Relationship Manager
Ben Brandel
Service Operations Associate
Blanca Ceja
Sr. Client Service Specialist
Denise Rhodey
Manager, Client Service
Grace Chyun
Sr. Client Service Specialist
Jasmine Honda
Client Service Specialist
Kirk Fagot
Service Operations Associate
