David Askew, CFP®, CDFA®, FBS®, AEP®
Managing Director
Matt Cook, CFP®, AEP®
Managing Director
Carol Ann Casebolt, CFP®
Wealth Advisor
Danny Polyakov, CFP®, EA
Wealth Advisor
David Ventura, CFP®, EA
Wealth Advisor
Lorenzo Riley, CFP®, CIMA®
Wealth Advisor, Director
Michael W. Johns, CFP®
Sr. Wealth Advisor
Rich Davtyan, CFP®
Wealth Advisor
Stewart Schrader, CFP®
Wealth Advisor
Jeff Katz
Regional Vice President
Jonathan Wilson, CFP®, EA
Regional Vice President
Susy Gibo
Sr. Regional Client Development Associate
Monica Apodaca
Tax Support Specialist
Monique Reyes
Sr. Tax Support Specialist
Pia Wolfe
Tax Associate
Brittany Doyle
Director, Client Service
Destiny Collins
Client Service Specialist
Sasha Fridlyand
Client Service Specialist
Scott Berkson, AIF®
Operations Manager
Paul Seidman, CFP®, CRPC®
Sr. Vice President
