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.

Northeast
Midwest
Southeast
Southwest
West
E Sanchez

Elisha Sanchez, MBA, WMS™

Client Development Associate

Eric Mallory

Client Service Specialist

Jake Ratana

Client Service Specialist

Jann Leonard

Manager, Client Service
Josie Solorio - Client Service Specialist

Josie Gonzalez Solorio

Manager, Client Service

Melody Manzanedo

Manager, Client Service
Naeshia Mota

Naeshia Mota

Manager, National Client Service Specialist
Owen Good headshot

Owen Good

Relationship Manager

Shiraz Baig

Client Service Specialist
T Thomasson

Tanya Thomasson, CFP®

Sr Director, Client Service – Regis Group & PM
Tess Gold headshot

Tess Gold, IACCP®

Sr. M&A Comp Analyst
Andrew Beck

Andrew Beck, MBA

Sr. Vice President
T Kallas

Tim Kallas

Sr. Vice President
F Xuereb

Fred Xuereb

Sr. Client Development Associate
Nick LoCicero headshot

Nick LoCicero

Wealth Strategist

Parker Landolf

Financial Planner

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