Your Team
Carrie Awad, MBA, PHR
HR & Business Operations Manager
Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®
Managing Director - Wealth Management
Claudia Bruce
Associate Planner
Athena Chang, CFP®
Vice President - Financial Planning
Briana Corbin
Marketing Manager
Rob Cordeau, CFP®, RICP®, ChFC®
Managing Director - Wealth Management
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
Amber Hodges
Marketing Associate
Alana Light, CFP®, RICP®
Lead Advisor
Lorraine Malo
Client Service Associate
Jonathan Marcellino
Investment 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
Lauren Squeglia, PPC®
Planning and Insurance Coordinator
Teshika Stewart
Client Service Associate
Dean Umemoto, CFP®, ChFC®
Managing Principal
Jessica Wunder, CFP®, CRPC®, RICP®
Principal, Wealth Management
Theodore Yi
Paraplanner
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.