Grace Chyun
Relationship Manager
Jasmine Honda
Relationship Manager
Kirk Fagot
Service Operations Associate
Krista Islas
Relationship Manager
Laura Madariaga
Lead Client Service Specialist
Martha Kilfoy
Service Operations Associate
Matthew Crow
Managing Director, Channel Client Development
Nancy R. Hudak
Director, Partner Success
Nick Gomez
Relationship Manager
Pamela Brown
Relationship Manager
Roxanne Konieczka
Service Operations Associate
Trisha Miller
Manager, Client Development Associates
Alexandra Mendoza, CFP®
Manager, Financial Planner
Brendan Corbett, CFP®
Financial Planner
Eunice Kim, MBA, CIMA®, CFP®
Sr. Financial Planner
Hannah Van Essen
Financial Planner
Andre Valdez
Sr. Tax Associate
Bettina Marchetto, CPA, MBA, MST
Tax Director
Carly Funke
Tax Associate
Matt Stratman, EA
Sr. Tax Associate
