Phillip Swenson, CFP®
Wealth Advisor
Richard Goldstein, CPA, CIMA®, MS
Sr. Wealth Advisor, Director
Robert Munger, CPA, CFP®
Sr. Wealth Advisor, Director
Stephen Donahue
Senior Wealth Manager, Director
Jeff Blum
Regional Vice President
Andrew Beck, MBA
Sr. Vice President
Fred Xuereb
Sr. Regional 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, CPA
Client Service Specialist
Elisha Sanchez, MBA, WMS™
Regional Sales Associate
Faisal Ahmed
Client Service Specialist
Jann Leonard
Manager, Client Service
Josie Gonzalez Solorio
Client Service Specialist
Laurel Portman
Client Service Specialist
Melody Manzanedo
Manager, Client Service
Naeshia Mota
Manager, National Client Service Specialist
