Mike Gandy, CFP®, CFA®, CPA
Wealth Advisor
Peter Gifford
Sr. Wealth Manager, Director
Phillip Swenson, CFP®
Sr. Wealth Advisor
Richard Goldstein, CPA, CIMA®, MS
Sr. Wealth Advisor, Director
Robert Munger, CPA, CFP®
Sr. Wealth Advisor, Director
Stephen Donahue
Sr. Wealth Manager, Director
Jeff Blum
Regional Vice President
Andrew Beck, MBA
Sr. Vice President
Darren Gee
Regional Vice President
Fred Xuereb
Sr. Client Development Associate
Alejandro H. Aguilar, MBA, CFA
Sr. Financial Planner
Nick LoCicero
Financial Planner
Parker Landolf
Financial Planner
Alex Murphy
Client Service Specialist
Angela Piccioni
Client Service Specialist
Austin Jamati, CFP®, CPA
Financial Planner
Elisha Sanchez, MBA, WMS™
Client Development Associate
Heather Curtis
Sr. Client Service Specialist
Jake Ratana
Client Service Specialist
Jann Leonard
Manager, Client Service
