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.

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Leigh Shimamoto, JD, CFP®

Sr. Wealth Advisor

Menlo Park

Mark De Gregorio

Wealth Advisor

San Francisco

Mark Ericson, CFP®, ChFC®

Sr. Wealth Advisor

Walnut Creek

Parker Landolf, CFP®

Wealth Advisor

San Francisco, Walnut Creek

Phillip Swenson, CFP®

Sr. Wealth Advisor

Walnut Creek

Richard Goldstein, CPA, CIMA®, MS

Sr. Wealth Advisor

Walnut Creek

Ryan Moore, CFP®

Wealth Advisor

San Francisco

Scott Grooms, CFP®

Sr. Wealth Advisor

Mill Valley

Taylor Embury, CFP®

Wealth Advisor

San Francisco

Timothy McNamara

Sr. Wealth Advisor

San Francisco

Zack Schiller, CFP®

Sr. Wealth Advisor

San Francisco

Jeff Blum

Regional Vice President

Walnut Creek, San Francisco, Menlo Park, Roseville, Reno, San Jose, Mill Valley

Darren Gee

Regional Vice President

San Francisco

Mike Turley

Regional Vice President

Walnut Creek

Adrienne Anderson

Sr. Manager, Client Service – Regis

Menlo Park

Alex Murphy

Relationship Manager

Walnut Creek

Angela Piccioni

Relationship Manager

Walnut Creek

Austin Wong

Relationship Manager, Regis

San Francisco

Eric Mallory

Relationship Manager

Walnut Creek

Ethan Francais

Relationship Manager

Walnut Creek

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