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Bettina Adams

Client Services Associate

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Catrina Buxton, CFP®

Associate Planner

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Athena Chang, CFP®

Vice President, Financial Planning

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Briana Corbin

Administrative Associate

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Rob Cordeau, CFP®, RICP®

Director of Financial Planning

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Eva Dunhem

Investment Operations Specialist

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Jason Dye, CFP®

Managing Director

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Maggie Eldak

Client Services Associate

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Bob French, CFA

Director of Investment Analysis

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Paula Friedman, CFP®, AIF®, CPFA

Principal

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Joel Gemmell, MBA, CFP®, RICP®

Vice President, Financial Planning

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Christian Litscher, CFP®

Investment Associate

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Lorraine Malo

Senior Client Services Associate

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Kyle Meyer, CFP®, RICP®

Managing Director, Financial Planning

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Alex Murguia, Ph.D

Managing Principal

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Wade Pfau, Ph.D., CFA

Director of Retirement Research

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Alana Light, CFP®

Financial Planner

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Safalta Sherpa

Associate Planner

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Teshika Stewart

Client Services Associate

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Dean Umemoto, CFP®, ChFC®

Managing Principal

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Logan Webb

Client Services Associate

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Mark Witaschek, CFP®

Senior Vice President, Financial Planning

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Jessica Wunder, CFP®, RICP®

Vice President, Financial Planning

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