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.

Northeast
Midwest
Southeast
Southwest
West

Austin Wong

Relationship Manager

Azure Celestine

Client Service Specialist

Bora Yucekul

Client Development Associate
E Sanchez

Elisha Sanchez, MBA, WMS™

Client Development Associate

Eric Mallory

Client Service Specialist

Jake Ratana

Client Service Specialist

Jann Leonard

Manager, Client Service
Josie Solorio - Client Service Specialist

Josie Gonzalez Solorio

Manager, Client Service

Kevin Shannon

Sr. Relationship Manager

Melody Manzanedo

Manager, Client Service
Naeshia Mota

Naeshia Mota

Manager, National Client Service Specialist
Owen Good headshot

Owen Good

Relationship Manager

Phuong Tran

Relationship Manager

Ryan Young

Relationship Manager

Sarah Biser

Relationship Associate

Shiraz Baig

Client Service Specialist
T Thomasson

Tanya Thomasson, CFP®

Sr Director, Client Service – Regis Group & PM
Tess Gold headshot

Tess Gold, IACCP®

Sr. M&A Comp Analyst
T Kallas

Tim Kallas

Sr. Vice President

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