David Askew, CFP®, CDFA®, FBS®, AEP®
Managing Director
Matt Cook, CFP®, AEP®
Managing Director
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
Lorenzo Riley, CFP®, CIMA®, CPWA®
Wealth Advisor, Director
Michael W. Johns, CFP®
Sr. Wealth Advisor
Rich Davtyan, CFP®
Sr. Wealth Advisor
Stewart Schrader, CFP®
Wealth Advisor
Saman Bigharaz
Regional Vice President
Susy Gibo
Sr. Client Development Associate
Anna Dominique Mendoza
Tax Associate
Monica Apodaca
Tax Support Specialist
Monique Reyes
Manager, Tax Support
Pia Wolfe
Tax Associate
Arevik Manukyan
Manager, Client Service
Brittany Doyle
Director, Client Service
Darin White
Sr Client Service Specialist
