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.

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Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Director

Portland, Portland – South, Roseville, Walnut Creek

Kimberly Foss, CFP®, CPWA®

Sr. Wealth Advisor

Jeff Blum

Regional Vice President

Walnut Creek, San Francisco, Menlo Park, Roseville, Reno, Mountain View – Silicon Valley

Kamille Morgan Image

Kamille Morgan, FPQP®

Sr. Client Service Specialist

T Thomasson

Tanya Thomasson, CFP^®

Director, Client Service – UHNW & Private Markets

Roseville, Walnut Creek

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