Matt Cook, CFP®, AEP®
Managing Partner
Matthew Burke, CPA, CFP®
Partner, Business Management
Richard Singer, MBA
Partner, Sr. Wealth Advisor
Amitha Harichandran, CFP®
Partner, Sr. Wealth Advisor
Carol Ann Casebolt, CFP®
Wealth Advisor
Chris Gomez, CFP®
Wealth Advisor
Danny Polyakov, CFP®, EA
Wealth Advisor
David Ventura, CFP®, EA
Wealth Advisor
Gerald Clebanoff, CFA®
Sr. Wealth Advisor
Michael W. Johns, CFP®
Sr. Wealth Advisor
Rich Davtyan, CFP®
Principal
Stephanie Connor Arkof
Partner, Sr. Wealth Advisor
Stewart Schrader, CFP®
Wealth Advisor
Raul Palma
Regional Vice President, Community
Saman Bigharaz
Regional Vice President
Susy Gibo
Sr. Client Development Associate
Anna Dominique Mendoza
Tax Associate
Ashley Martinez
Tax Associate

