Matt Cook, CFP®, AEP®
Managing Partner
Alice McDermott, CFP®
Sr. Wealth Advisor
David Ventura, CFP®, EA
Wealth Advisor
Brittany Doyle
Director, Client Service
Krista-Arlene Palakiko
Sr. Client Service Specialist
Raul Palma
Regional Vice President, Community
Saman Bigharaz
Regional Vice President
Paul Seidman, CFP®, CRPC®
Sr. Vice President
Susy Gibo
Sr. Client Development Associate

