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Our experienced advisors

Andrew Erisman CIMA®

Client Advisor / Firm Management
Email Andrew
Bob Mellon CPWA®

Client Advisor
Email Bob
Bobby Gentry CFP®

Client Advisor
Email Bobby
Christine Opp CFA®, CFP®

Client Advisor
Email Christine
Christopher Odem CIMA®

Client Advisor
Email Christopher
Erik Morgan

Client Advisor / Firm Management / Investment Management
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Gary Furukawa

Client Advisor / Investment Management / Firm Management
Email Gary
Jenna Brazile CFP®

Client Advisor
Email Jenna
Kimberlee Hansen

Client Advisor
Email Kimberlee
Maria Siwek-Fernald

Client Advisor
Email Maria
Ned Doubleday CPWA®

Client Advisor
Email Ned
Pete Forras AWMA®

Client Advisor
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Peter Wicklund CFA®, CFP®

Client Advisor
Email Peter
Robb Carter CFA®

Client Advisor
Email Robb
Stephanie d'Ippolito CFP®

Director of Financial Planning
Email Stephanie
Trevor Sharp CIMA®

Client Advisor
Email Trevor

Ready to Get Started?

Our experienced advisors

Andrew Erisman CIMA®

Bob Mellon CPWA®

Bobby Gentry CFP®

Christine Opp CFA®, CFP®

Christopher Odem CIMA®

Erik Morgan

Gary Furukawa

Jenna Brazile CFP®

Kimberlee Hansen

Maria Siwek-Fernald

Ned Doubleday CPWA®

Pete Forras AWMA®

Peter Wicklund CFA®, CFP®

Robb Carter CFA®

Stephanie d'Ippolito CFP®

Trevor Sharp CIMA®

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