Your Team

Jake Alden

Client Service Associate

Carrie Awad, MBA, PHR

HR & Business Operations Manager

Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®

Managing Director - Financial Planning

Athena Chang, CFP®

Vice President - Financial Planning

Briana Corbin

Marketing Associate

Rob Cordeau, CFP®, RICP®, ChFC®

Managing Director - Financial Planning

Stephen Dozer, MBA

Investment Operations Specialist

Jason Dye, CFP®, QKA

Managing Director

Bob French, CFA

Principal, Director of Investment Analysis

Paula Friedman, MBA, CFP®, AIF®, CPFA

Managing Principal

Laurel Haynes

Client Service Associate

Alana Light, CFP®, RICP®

Lead Advisor

Christian Litscher, CFP®, CFA

Lead Advisor

Lorraine Malo

Client Service Associate

Alex Murguia, Ph.D.

Managing Principal

Wade Pfau, Ph.D., CFA, RICP®

Principal, Director of Retirement Research

Stephen Pomanti, MS, MSFS, CFP®, ChFC®, CLU®

Financial Planner

Catrina Rastonis, CFP®, RICP®

Financial Planner

Jason Rizkallah, CFP®, RICP®

Managing Director - Financial Planning

Carla Sarabia

IT Manager 

Safalta Sherpa

Associate Planner

Lauren Squeglia, PPC®

Planning and Insurance Coordinator

Teshika Stewart

Client Service Associate

Dean Umemoto, CFP®, ChFC®

Managing Principal

Mark Witaschek

Senior Vice President, Financial Planning

Jessica Wunder, CFP®, CRPC®, RICP®

Principal