Our experienced advisors
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Andrew Erisman CIMA®
Client Advisor / Firm Management
Email Andrew -
Bob Mellon CPWA®
Client Advisor
Email Bob -
Bobby Gentry CFP®
Client Advisor
Email Bobby -
Bruce Edwards
Client Advisor
Email Bruce -
Christine Opp CFA®, CFP®
Client Advisor
Email Christine -
Christopher Odem CIMA®
Client Advisor
Email Christopher -
Erik Morgan
Client Advisor / Firm Management / Investment Management
Email Erik -
Gary Furukawa
Client Advisor / Investment Management / Firm Management
Email Gary -
Jenna Brazile CFP®
Client Advisor
Email Jenna -
Jenny Doherty CFP®
Client Advisor
Email Jenny -
Joe Jraitiny
Business Development and Client Advisor
Email Joe -
John McNertney, CFP®
Client Advisor
Email John -
Kimberlee Hansen
Client Advisor
Email Kimberlee -
Larry Miles
Firm Management
Email Larry -
Maria Siwek-Fernald
Client Advisor
Email Maria -
Matt Abrams CFP®
Client Advisor
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Michael Allard
Client Advisor
Email Michael -
Ned Doubleday CPWA®
Client Advisor
Email Ned -
Pete Forras AWMA®
Client Advisor
Email Pete -
Peter Wicklund CFA®, CFP®
Client Advisor
Email Peter -
Riley Barr CFP®
Client Advisor
Email Riley -
Robb Carter CFA®
Client Advisor
Email Robb -
Samuel Pun
Client Advisor
Email Samuel -
Stephanie d'Ippolito CFP®
Director of Financial Planning
Email Stephanie -
Trevor Sharp CIMA®
Client Advisor
Email Trevor
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