Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Let’s talk

Search results for:

Location: Advisory Team Directory

Clear All Filters

Destiny Collins

Relationship Manager

Woodland Hills

Devin DeStefano

Sr. Director, Client Relationship Expansion

Chesterfield

Dominique Langerman, MPA, CAP®

Regional Vice President, Endowments and Foundations

LA-Century City

Dylan Gross

Service Operations Associate

Fairport

Eileen Swirsky

Service Operations Associate

Woodbridge

Elisha Sanchez, MBA, WMS™

Client Development Associate

Walnut Creek

Eric Mallory

Relationship Manager

Walnut Creek

Erica Lloyd

Client Service Coordinator

Atlanta

Erin Larsen

Service Operations Associate

Portland – South

Erin Wheatcraft, FPQP™

Client Service Manager, Wealth Path Group

Portland – South

Ethan Francais

Service Operations Associate

Walnut Creek

Evan Jewett, MSF

Relationship Manager

San Diego

Fernando Baday

Service Operations Associate

Houston

Francheska Hill

Relationship Manager

Atlanta

Galen Crane

Relationship Manager

Lake Placid

Gentry Pletts

Service Operations Associate

Schaumburg

Gerardo Zapata

Service Operations Associate

Ginny Starnes

Manager, Client Service

Charlotte

Grace Chyun

Relationship Manager

Newport Beach

Grace Farley

Sr. Director, Client Service

McLean

Ready to get started?

Let’s Talk

Explore More

Estate Planning

Building a Lasting Legacy in the Era of the Great Wealth Transfer

June 8, 2026

Tax Planning

Tax Strategies for Airline Pilots

June 5, 2026

Estate Planning

How Upstream Planning Can Help Preserve Generational Wealth

June 4, 2026

Continue Browsing

Meet our Advisory Team

Search results for:

Ready to get started?

Explore More

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7