Nicole Mosley, CFP®, CDFA®, CSLA
Wealth Advisor
Noah Reichert, MSFP, CFP®, AIF®
Wealth Advisor
Pamela Postma, CFP®, MBA
Sr. Wealth Advisor
Pat Wynne, CFP®
Wealth Advisor
Patrick Comer, CFP®
Sr. Wealth Advisor
Patrick Lee, CFP®
Wealth Advisor
Paul Baumbach, CFP®, CFA™
Sr. Wealth Advisor
Paul C. Barbehenn, CFA®, CFP®
Sr. Wealth Advisor
Paul Meyer
Sr. Wealth Advisor
Paul Oliva
Managing Partner
Peter Gifford
Partner, Sr. Wealth Advisor
Peter Ip, CFP®, CTFA
Sr. Wealth Advisor
Petra Chien
Sr. Wealth Advisor
Petra Chien
Sr. Wealth Advisor
Philip Bowling
Sr. Operations Specialist
Phillip Swenson, CFP®
Sr. Wealth Advisor
Qing Yang, CFA®, CMT®
Sr. Research Manager
R. Andrew Nurse, MBA, CFP®, CPFA®
Wealth Advisor
Rafael Arellano, CFP®
Sr. Wealth Advisor
Rebekah Burns, MS, CFP®, ChFC®, CDFA®
Sr. Wealth Advisor

