David H. Levy, MBA, CFP®, AEP®
Managing Partner
José Castañeda, CFP®
Wealth Advisor
Nicole Mosley, CFP®
Wealth Advisor
Sam Hume
Wealth Advisor
Samuel Hussein
Wealth Advisor
Sydney Hacker, CFP®
Wealth Advisor
Will Walter, CFP®
Wealth Advisor
William McNutt, CFP®, EA
Sr. Wealth Advisor
Aleesha Grimes
Sr. Manager, Client Service
Derek DeMars
Client Service Specialist
John Mazzei, CFP®
Regional Vice President
Jarrod Brock
Financial Planner
Laura Combs, CFP®, MBA
Executive Managing Partner, Head of Women and Wealth

