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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.

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Rouba Khzam, CPA

Sr. Tax Associate

LA-Century City, Newport Beach

Lisa Goodman, MBA

Sr. Vice President

Newport Beach

Susy Gibo

Sr. Client Development Associate

Albuquerque, Kahului, Newport Beach, San Diego – Scripps Ranch, Santa Barbara, Scottsdale, Woodland Hills

Kevin Jack, CFP®

Executive Managing Partner, Client Services and Planning

Albuquerque, Indian Wells, Newport Beach

Shawn Kim

Director, Business Transitions

Newport Beach

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