Amir Hernandez
Tax Support Specialist
Amy Boyd, CFP®
Sr. Financial Planner
Amy Ruffing
Manager, Client Service
Andra Reason, CPA, CFP®
Sr Wealth Advisor, Director
Andrea Aranguiz
Senior Client Service Specialist
Andrea Royster
Retirement Plan Specialist
Andrea Shieh, CFP®, CIMA
Sr. Investment Strategist
Andrew Beck, MBA
Sr. Vice President
Andrew Caceres, CPA
Sr. Manager, Tax Services
Andrew Glick
Client Service Specialist
Andrew Medders, CFP®
Sr. Wealth Advisor, Sr. Director
Andrew Shannon, CFP®
Wealth Advisor
Andrew Thompson
Regional Vice President
Angela Piccioni
Client Service Specialist
Angela Tucker, MS, CFP®
Sr. Manager, Client Service
Angelo Altoveros
Client Service Specialist
Anika Turc
Client Service Specialist
Anna Apodaca, CFP®, CDFA®
Wealth Advisor, Director
Anna Dominique Mendoza
Tax Associate
Anna Kovalev
Manager, Tax Services
