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Jonathan Mitchell, MBA, CFP®, ChFC®, CPWA®

Sr. Wealth Advisor, Sr. Director

Santa Barbara

Jonathan N. Castle, MSFS, CFP®

Sr. Wealth Advisor

Jacksonville

José Castañeda, CFP®

Wealth Advisor

Rockwall

Joseph D. McIntosh, CPA

Sr. Wealth Advisor

Fort Worth – Colleyville

Joseph Mah, CFP®, EA

Sr. Wealth Advisor

Walnut Creek

Joshua Fremit, CFP®

Wealth Advisor

Boulder, Denver, Denver – Tech Center

Julia Messineo, CFP®

Wealth Advisor

Denver

Julie Brown, CRPC®, FPQP®

Wealth Advisor

Ponca City

Justin Do, CFP®

Wealth Advisor

San Diego

Justin Shane, CFP^®

Wealth Advisor

Santa Barbara

Kalita Blessing, CFP®, CAP®, AEP®, CSRIC™

Sr. Wealth Advisor

Dallas – Park Cities

Kathi McMahon, CFP®

Wealth Advisor

Coeur d’Alene, Portland, Spokane

Kathryn Beach, CFP®

Wealth Advisor

Asheville

Keenan Stout, CFP®

Wealth Advisor, Director

McLean

Kelly Albert, CFP®

Wealth Advisor

Allentown

Kelly Palmer, CFP^®, ChFC^®, CLU^®

Sr. Wealth Advisor

Santa Barbara

Ken Bobadilla

RVP, Wealth Advisor

San Diego

Kent Davis

Wealth Advisor

McLean

Kevin Russell, CPA, CFP^®, AAMS^®, CRPC^®

Wealth Advisor

Livonia, Traverse City

Kimberly Foss, CFP®, CPWA®

Sr. Wealth Advisor

Roseville

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Meet our Advisory Team

Search results for:

Jonathan Mitchell, MBA, CFP®, ChFC®, CPWA®

Jonathan N. Castle, MSFS, CFP®

José Castañeda, CFP®

Joseph D. McIntosh, CPA

Joseph Mah, CFP®, EA

Joshua Fremit, CFP®

Julia Messineo, CFP®

Julie Brown, CRPC®, FPQP®

Justin Do, CFP®

Justin Shane, CFP^®

Kalita Blessing, CFP®, CAP®, AEP®, CSRIC™

Kathi McMahon, CFP®

Kathryn Beach, CFP®

Keenan Stout, CFP®

Kelly Albert, CFP®

Kelly Palmer, CFP^®, ChFC^®, CLU^®

Ken Bobadilla

Kent Davis

Kevin Russell, CPA, CFP^®, AAMS^®, CRPC^®

Kimberly Foss, CFP®, CPWA®

Ready to get started?

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The Essential Guide To Adoption Tax Credits in 2025

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