Matt Cook, CFP®, AEP®
Managing Partner
Carol Ann Casebolt, CFP®
Wealth Advisor
Danny Polyakov, CFP®, EA
Wealth Advisor
David Ventura, CFP®, EA
Wealth Advisor
Jacob Gee, CFP®
Sr. Wealth Advisor
Michael W. Johns, CFP®
Sr. Wealth Advisor
Stewart Schrader, CFP®
Wealth Advisor
Brittany Doyle
Director, Client Service
Destiny Collins
Client Service Specialist
Jonathan Davenport
Business Manager
Rebekah Pusey
Client Service Specialist
Scott Berkson, AIF®
Operations Manager
Raul Palma
Regional Vice President
Saman Bigharaz
Regional Vice President
Susy Gibo
Sr. Client Development Associate
Joy DePasquale, EA
Tax Manager
Lina Burlaka, EA
Sr. Tax Associate
Monique Reyes
Manager, Tax Support

