Rebecca Ehrhardt
Client Service Specialist
Riley Baer
Client Service Specialist
Sasha Fridlyand
Client Service Specialist
Scott Berkson, AIF®
Operations Manager
Raul Palma
Regional Vice President
Saman Bigharaz
Regional Vice President
Paul Seidman, CFP®, CRPC®
Sr. Vice President
Susy Gibo
Sr. Client Development Associate
Anna Dominique Mendoza
Tax Associate
Ashley Martinez
Tax Associate
Elaina Kogan, CPA, MBT
Partner, Tax Services
Monica Apodaca
Tax Support Specialist
Monique Reyes
Manager, Tax Support
Nicole Lai
Tax Manager
Pia Wolfe
Tax Associate

