Mike Gandy, CFP®, CFA®, CPA
Principal
Peter Gifford
Partner, Sr. Wealth Advisor
Phillip Swenson, CFP®
Sr. Wealth Advisor
Richard Goldstein, CPA, CIMA®, MS
Sr. Wealth Advisor
Robert Munger, CPA, 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
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
Wealth Strategist
Parker Landolf
Financial Planner
Adrienne Anderson
Sr. Relationship Manager
Alex Murphy
Sr. Client Service Specialist
Angela Piccioni
Client Service Specialist
Austin Jamati, CFP®, CPA
Financial Planner

