Athena Chang, CFP®

Vice President, Financial Planning

Briana Corbin

Administrative Associate

Rob Cordeau, CFP®, RICP®

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

Joel Gemmell, MBA, CFP®, RICP®

Vice President, Financial Planning

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®

Principal

Alex Murguia, Ph.D

Managing Principal

Wade Pfau, Ph.D., CFA, RICP®

Principal, Director of Retirement Research

Catrina Rastonis, CFP®

Financial Planner

Jason Rizkallah, CFP®, RICP®

Lead Advisor

Safalta Sherpa

Associate Planner

Teshika Stewart

Client Service Associate

Tim Studebaker

Investment Operations Associate

Dean Umemoto, CFP®, ChFC®

Managing Principal

Mark Witaschek

Senior Vice President, Financial Planning

Jessica Wunder, CFP®, CRPC®, RICP®

Principal

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

Sign up for the latest on retirement and investing.