Our experienced advisors
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Andrew Erisman CIMA®
Client Advisor / Firm Management
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Bob Mellon CPWA®
Client Advisor
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Bobby Gentry CFP®
Client Advisor
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Christine Opp CFA®, CFP®
Client Advisor
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Christopher Odem CIMA®
Client Advisor
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Erik Morgan
Client Advisor / Firm Management / Investment Management
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Gary Furukawa
Client Advisor / Investment Management / Firm Management
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Jenna Brazile CFP®
Client Advisor
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Kimberlee Hansen
Client Advisor
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Maria Siwek-Fernald
Client Advisor
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Ned Doubleday CPWA®
Client Advisor
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Pete Forras AWMA®
Client Advisor
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Peter Wicklund CFA®, CFP®
Client Advisor
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Robb Carter CFA®
Client Advisor
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Stephanie West CFP®
Director of Financial Planning
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Trevor Sharp CIMA®
Client Advisor
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