Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Let’s talk

Search results for:

West: Hawaii

Clear All Filters

Matt Cook, CFP®, AEP®

Managing Director

Kahului, Santa Barbara, Woodland Hills

Alice McDermott, CFP®

Sr. Wealth Advisor

Kahului

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Raul Palma

Regional Vice President, Community

Santa Barbara, Kahului, LA-Century City, Pasadena, Woodland Hills

Saman Bigharaz

Regional Vice President

LA-Century City, Kahului, Woodland Hills, Pasadena, Westlake Village

Susy Gibo

Sr. Client Development Associate

Albuquerque, Kahului, Newport Beach, San Diego, Santa Barbara, Scottsdale, Woodland Hills

Brittany Doyle

Director, Client Service

Kahului, Santa Barbara, Woodland Hills

Krista-Arlene Palakiko

Sr. Client Service Specialist

Kahului

Paul Seidman, CFP^®, CRPC^®

Sr. Vice President

Kahului, Woodland Hills

Ready to get started?

Let’s Talk

Explore More

Coworkers talking about workplace benefits

Insights

Your Guide to Making the Most of Workplace Benefits

October 28, 2025

Insights

Some Perspective on Market Valuations: Insights From Our CIO

October 27, 2025

Insights

Understanding Changes to the Premium Tax Credit

October 22, 2025

Continue Browsing

Core Solutions

Specialty Solutions

Our Team

Engaging Us

Our Locations

Your Guide to Making the Most of Workplace Benefits

Meet our Advisory Team

Search results for:

Matt Cook, CFP®, AEP®

Alice McDermott, CFP®

David Ventura, CFP^®, EA

Raul Palma

Saman Bigharaz

Susy Gibo

Brittany Doyle

Krista-Arlene Palakiko

Paul Seidman, CFP^®, CRPC^®

Ready to get started?

Explore More

Your Guide to Making the Most of Workplace Benefits

Some Perspective on Market Valuations: Insights From Our CIO

Understanding Changes to the Premium Tax Credit

How would you like to connect?

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7