Leigh Shimamoto, JD, CFP®
Sr. Wealth Advisor
Mark De Gregorio
Wealth Advisor
Mark Ericson, CFP®, ChFC®
Sr. Wealth Advisor
Phillip Swenson, CFP®
Sr. Wealth Advisor
Richard Goldstein, CPA, CIMA®, MS
Sr. Wealth Advisor
Ryan Moore
Associate Wealth Advisor
Scott Grooms, CFP®
Sr. Wealth Advisor
Taylor Embury, CFP®
Wealth Advisor
Timothy McNamara
Sr. Wealth Advisor
Zack Schiller, CFP®
Sr. Wealth Advisor
Adrienne Anderson
Sr. Manager, Client Service – Regis
Alex Murphy
Relationship Manager
Angela Piccioni
Relationship Manager
Austin Wong
Relationship Manager, Regis
Eric Mallory
Relationship Manager
Ethan Francais
Relationship Manager
Halley Craig, CFP®
Relationship Manager
Jaclyn Aragon
Relationship Manager
Jake Ratana
Service Operations Associate
Jann Leonard
Service Operations Associate

