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
Melissa Gioielli

Melissa Gioielli

Sr. Tax Advisor
Monica Apodaca

Monica Apodaca

Tax Support Specialist

Monica Wyse

Sr. Tax Associate
Monique Reyes

Monique Reyes

Manager, Tax Support
Patricia Hirata Image

Patricia Murphy Hirata, CPA, JD

Sr. Director, Tax Services

Paul Petrosino

Tax Manager
Phil Gellada

Phil-Joseph Gellada

Sr. Tax Associate

Rouba Khzam

Sr. Tax Advisor

Sarah Bolen

Tax Manager
Stevan Downs

Stevan Downs

Sr. Manager, Tax Services

Steven Elliott

Tax Director
Thomas Gibbs

Thomas Gibbs

Tax Manager
Tom Lacock headshot

Tom Lacock

Tax Manager
Vicky Joo

Vicky Joo

Tax Manager

Ready to get started?