Rachel Roach
Financial Planner
Rob Horwitz, CFP®
Sr. Financial Planner
Tammy Cooper, CPA, CFP®
Sr. Financial Planner
Tyler Bauer, CFP®
Wealth Strategist
William (Irish) Harrigan
Financial Planner
William Thompson
Wealth Strategist
Zachery Wingate
Wealth Strategist
Zubin Shah, CFP®, MPAS, APMA
Financial Planner
Alexis Ragus-Wines
Sr. Tax Manager
Amber Perez
Tax Operations Specialist
Amir Hernandez
Tax Support Specialist
Andrew Caceres, CPA
Sr. Manager, Tax Services
Anna Dominique Mendoza
Tax Associate
Anna Kovalev
Manager, Tax Services
Ashley Martinez
Tax Associate
Bettina Marchetto
Sr. Tax Manager
Camilla Wright
Sr. Tax Manager
Codie Marie Ng
Tax Associate
Daniel Epstein, CPA, MBA
Sr. Director, Tax Services

