Bettina Adams

Client Services Associate

Catrina Buxton, CFP®

Associate Planner

Athena Chang, CFP®

Vice President, Financial Planning

Briana Corbin

Administrative Associate

Rob Cordeau, CFP®, RICP®

Director of Financial Planning

Eva Dunhem

Investment Operations Specialist

Jason Dye, CFP®

Managing Director

Maggie Eldak

Client Services Associate

Bob French, CFA

Director of Investment Analysis

Paula Friedman, CFP®, AIF®, CPFA

Principal

Joel Gemmell, MBA, CFP®, RICP®

Vice President, Financial Planning

Christian Litscher, CFP®

Investment Associate

Lorraine Malo

Senior Client Services Associate

Kyle Meyer, CFP®, RICP®

Managing Director, Financial Planning

Alex Murguia, Ph.D

Managing Principal

Wade Pfau, Ph.D., CFA

Director of Retirement Research

Alana Light, CFP®

Financial Planner

Safalta Sherpa

Associate Planner

Teshika Stewart

Client Services Associate

Dean Umemoto, CFP®, ChFC®

Managing Principal

Logan Webb

Client Services Associate

Mark Witaschek, CFP®

Senior Vice President, Financial Planning

Jessica Wunder, CFP®, RICP®

Vice President, Financial Planning

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

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