Alan Davis
Wealth Advisor
Chris Kiesel, CFP®, ChFC®, CLU®
Wealth Advisor
Dionisio Meneses, Jr., CFP®
Wealth Advisor
Jonah Tinajero, CFP®
Wealth Advisor
Micah Cummins, AMS®, CFP®
Sr. Wealth Advisor
Pat Wynne, CFP®
Wealth Advisor
Patrick Comer, CFP®
Sr. Wealth Advisor
David Ricci, CFP®
Regional Vice President
Chris Walters
Managing Partner
Garret Ring
Regional Vice President
Angelo Altoveros
Client Service Specialist
Ayman Azabo
Sr. Client Service Specialist
Connor Umbenhaur
Relationship Manager
Evan Jewett, MSF
Client Service Specialist
Jared Greenberger, WMS™
Service Operations Associate
Jessica Villarin
Client Service Specialist
Josh Block
Wealth Strategist
Rubi Contreras
Sr. Manager, Client Service

