Your Team
Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®
Managing Director - Wealth Management
Claudia Bruce, CFP®
Financial Planner
Athena Chang, CFP®
Vice President - Financial Planning
Briana Corbin
Director of Marketing Operations
Rob Cordeau, CFP®, RICP®, ChFC®
Managing Director - Wealth Management
Carla Cox
Director of Technology
Stephen Dozer, MBA
Investment Operations Specialist
Jason Dye, CFP®, QKA
Managing Director
Paula Friedman, MBA, CFP®, AIF®, CPFA
Managing Principal and CEO
Laurel Haynes
Client Service Associate
Amber Lamb
Social Media and Marketing Coordinator
Alana Light, CFP®, RICP®
Senior Advisor
Elizabeth Lopez
Marketing Operations Coordinator
Lorraine Malo
Client Service Associate
Jonathan Marcellino
Associate Planner
Alex Murguia, Ph.D.
Managing Principal
Wade Pfau, Ph.D., CFA, RICP®
Principal, Director of Retirement Research
Catrina Rastonis, CFP®, RICP®
Financial Planner
Carmen Rivera
Client Service Associate
Jason Rizkallah, CFP®, RICP®, ChFC®
Managing Director - Financial Planning
Nicholas Studebaker
Investment Associate
Lauren Squeglia, PPC®
Planning and Insurance Coordinator
Heather Tunduwe, FPQP®
Client Service Associate
Dean Umemoto, ChFC®
Managing Principal
Jessica Wunder, CFP®, CRPC®, RICP®
Principal, Wealth Management
Professional credentials or designations should not be viewed as the sole determining factor in obtaining or retaining a financial adviser’s services. Please see our disclosure page for further information on the professional designations discussed herein.