Taylor Mague
Portfolio Operations Specialist
Will Rockett, CFA®, MBA
Sr. Director of Investment Strategy
Abderazak ‘Zak’ Merzougui
Tax Associate
Ahrianna Dreiling, CPA
Sr. Tax Associate
Alexis Ragus-Wines, CPA, MST
Sr. Tax Manager
Andre Valdez
Sr. Tax Associate
Andrew Caceres, CPA
Sr. Manager, Tax Services
Anna Dominique Mendoza
Tax Associate
Anna Kovalev
Manager, Tax Services
April Hwang, CPA, MST
Manager, Tax Services
Ashley Martinez
Tax Associate
Bessie Palacios
Sr. Tax Associate
Bettina Marchetto, CPA, MBA, MST
Tax Director
Bruce R. Bendell, CPA, PFS
Wealth Strategy Director, Tax
Camilla Wright, CPA
Tax Director
Carly Funke
Tax Associate
Chase Waitt
Tax Manager
Chloe Lim
Tax Associate
Codie Marie Ng
Tax Associate
Daisy Espino
Sr. Tax Associate
