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.

Patrick Lee, CFP®

Wealth Advisor

Paul Baumbach

Paul Baumbach, CFP®, CFA™

Sr. Wealth Advisor

Paul C. Barbehenn, CFA®, CFP®

Sr. Wealth Advisor

Paul Meyer - Sr Wealth Advisor

Paul Meyer

Sr. Wealth Advisor

Paul Oliva

Sr. Wealth Advisor, Sr. Director

Peter Gifford

Sr. Wealth Manager, Director

Menlo Park, San Francisco

P Ip

Peter Ip, CFP®, CTFA

Sr. Wealth Advisor

Philip Bowling - Sr. Operations Specialist

Philip Bowling

Sr. Operations Specialist

Phillip Swenson

Phillip Swenson, CFP®

Sr. Wealth Advisor

Qing Yang, CFA

Sr Portfolio Manager

Boston – West

R. Andrew Nurse, MBA, CFP®, CPFA®

Wealth Advisor

Rafael Arellano

Rafael Arellano, CFP^®

Sr. Wealth Advisor

Morristown, New York

Randy Von Fumetti

Randy Von Fumetti

Sr. Wealth Advisor

West Des Moines

Rebekah Burns

Rebekah Burns, MS, CFP®, ChFC®, CDFA®

Wealth Advisor

Austin, Houston

Renée Egelski

Renée Egelski, CFP^®

Wealth Advisor

Livonia, Traverse City

Renée Pichette Image

Renée Pichette, CFP®

Sr. Wealth Advisor

Boulder, Denver – Greenwood Village

Rich Davtyan - Sr. Wealth Advisor

Rich Davtyan, CFP®

Sr. Wealth Advisor

LA-Century City

Brad Mundy

Richard Brad Mundy, CFP®, CPA

Sr. Wealth Advisor

Richard Davies, CFP®

Director, Operations

Boston – West

Richard Goldstein Image

Richard Goldstein, CPA, CIMA®, MS

Sr. Wealth Advisor, Director

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