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
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

Taylor Stein

Sr. Tax Associate
Thomas Gibbs

Thomas Gibbs

Tax Manager
Tom Lacock headshot

Tom Lacock

Tax Manager

Tyler Matthews

Sr. Tax Associate
Vicky Joo

Vicky Joo

Tax Manager
Xin Zhu

Xin Zhu

Tax Manager

Yesenia Ramirez

Sr. Tax Associate
Yuliia Das image

Yuliia Das

Sr. Tax Associate

Amber Murphy

Senior Investment Strategist

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