Josh DeForest, CFA, CFP®
Executive Managing Partner, Head of Client Delivery
Laura Combs, CFP®, MBA
Executive Managing Partner, Head of Women and Wealth
José Castañeda, CFP®
Wealth Advisor
Nicole Mosley, CFP®, CDFA®, CSLA
Wealth Advisor
Samuel Hussein
Wealth Advisor
Sydney Hacker, CFP®
Wealth Advisor
John Mazzei, CFP®
Regional Vice President
Aleesha Grimes
Sr. Manager, Client Service
Derek DeMars
Client Service Specialist

