Kevin Jack, CFP®
Executive Managing Partner, Client Services and Planning
Christina Hung, CFP®
Sr. Wealth Advisor
Colton Petty, CFP®
Wealth Advisor
Ethan Matkin
Wealth Advisor
Ignatius D’Anna, CFP®, CWS®
Sr. Wealth Advisor
James Shanton, CFP®
Sr. Wealth Advisor
Luc Ceci, CFP®, EA
Principal
Patrick Lee, CFP®
Wealth Advisor
Petra Chien
Sr. Wealth Advisor
Rudolph Brandes, J.D., LL.M., CFP®
Sr. Wealth Advisor
Sloan Petereit, CFP®, CDFA®, NSSA®
Associate Wealth Advisor
Tracy O. Jackson, MS, CFP®
Sr. Wealth Advisor, Director
Tyler Smith, CFP®, AIF®
Sr. Wealth Advisor
Allison Rozell
Relationship Manager
Ben Brandel
Client Service Specialist
Blanca Ceja
Sr. Client Service Specialist
Brendan Corbett, CFP®
Financial Planner
Denise Rhodey
Manager, Client Service
Grace Chyun
Sr. Client Service Specialist
