Carrie Awad, MBA, PHR

Lead Advisor

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

Alex Greenspan

Investment Analyst

Lauren Squeglia, PPC®

Client Service Associate

Laurel Haynes

Client Service Associate

Alana Light, CFP®, RICP®

Lead Advisor

Christian Litscher, CFP®, CFA

Financial Planner

Lorraine Malo

Senior Client Service Associate

Kyle Meyer, CFP®, RICP®


Alex Murguia, Ph.D

Managing Principal

Wade Pfau, Ph.D., CFA, RICP®

Principal, Director of Retirement Research

Catrina Rastonis, CFP® RICP®

Financial Planner

Jason Rizkallah, CFP®, RICP®

Lead Advisor

Safalta Sherpa

Associate Planner

Teshika Stewart

Client Service Associate

Dean Umemoto, CFP®, ChFC®

Managing Principal

Mark Witaschek

Senior Vice President, Financial Planning

Jessica Wunder, CFP®, CRPC®, RICP®


Call (866) 827-0636 or click to get in touch.

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