Peter Gifford
Partner, Sr. Wealth Advisor
Phillip Swenson, CFP®
Sr. Wealth Advisor
Richard Goldstein, CPA, CIMA®, MS
Sr. Wealth Advisor
Robert Munger, CPA retired, CFP®
Sr. Wealth Advisor
Ryan Moore
Associate Wealth Advisor
Stephen Donahue
Partner, Sr. Wealth Advisor
Taylor Embury
Wealth Advisor
Zack Schiller, CFP®
Sr. Wealth Advisor
Adrienne Anderson
Sr. Relationship Manager
Alex Murphy
Sr. Client Service Specialist
Angela Piccioni
Client Service Specialist
Austin Jamati, CFP®, CPA
Financial Planner
Austin Wong
Relationship Manager
Azure Celestine
Client Service Specialist
Bora Yucekul
Client Development Associate
Elisha Sanchez, MBA, WMS™
Client Development Associate
Eric Mallory
Client Service Specialist
Jake Ratana
Client Service Specialist
Jann Leonard
Manager, Client Service
Josie Gonzalez Solorio
Manager, Client Service

