Matt Cook, CFP®, AEP®
Managing Partner
Carol Ann Casebolt, CFP®
Wealth Advisor
Danny Polyakov, CFP®, EA
Wealth Advisor
David Ventura, CFP®, EA
Wealth Advisor
Michael W. Johns, CFP®
Sr. Wealth Advisor
Stewart Schrader, CFP®
Wealth Advisor
Brittany Doyle
Director, Client Service
Destiny Collins
Client Service Specialist
Rebekah Pusey
Client Service Specialist
Sasha Fridlyand
Client Service Specialist
Scott Berkson, AIF®
Operations Manager
Raul Palma
Regional Vice President
Saman Bigharaz
Regional Vice President
Susy Gibo
Sr. Client Development Associate
Monique Reyes
Manager, Tax Support
Nicole Lai
Tax Manager
Pia Wolfe
Tax Associate

