Mike Gandy, CFP®, CFA®, CPA
Principal
Parker Landolf
Wealth Advisor
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, CFP®
Wealth Advisor
Stephen Donahue
Partner, Sr. Wealth Advisor
Taylor Embury, CFP®
Wealth Advisor
Timothy McNamara, CFP®, MST
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 Jamati, CFP®, CPA
Financial Planner
Austin Wong
Relationship Manager, Regis
Bora Yucekul
Client Development Associate
Elisha Sanchez, MBA, WMS™
Client Development Associate
Eric Mallory
Relationship Manager
Ethan Francais
Service Operations Associate
