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Carrie Awad, MBA, PHR

Lead Advisor

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Athena Chang, CFP®

Vice President, Financial Planning

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Briana Corbin

Marketing Associate

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Rob Cordeau, CFP®, RICP®, ChFC®

Managing Director - Financial Planning

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Stephen Dozer, MBA

Investment Operations Specialist

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Jason Dye, CFP®, QKA

Managing Director

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Bob French, CFA

Principal, Director of Investment Analysis

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Paula Friedman, MBA, CFP®, AIF®, CPFA

Managing Principal

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Alex Greenspan

Investment Analyst

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Lauren Squeglia, PPC®

Client Service Associate

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Laurel Haynes

Client Service Associate

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Alana Light, CFP®, RICP®

Lead Advisor

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Christian Litscher, CFP®, CFA

Financial Planner

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Lorraine Malo

Senior Client Service Associate

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Kyle Meyer, CFP®, RICP®

Principal

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Alex Murguia, Ph.D

Managing Principal

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Wade Pfau, Ph.D., CFA, RICP®

Principal, Director of Retirement Research

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Catrina Rastonis, CFP® RICP®

Financial Planner

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Jason Rizkallah, CFP®, RICP®

Lead Advisor

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Safalta Sherpa

Associate Planner

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Teshika Stewart

Client Service Associate

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Dean Umemoto, CFP®, ChFC®

Managing Principal

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Mark Witaschek

Senior Vice President, Financial Planning

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Jessica Wunder, CFP®, CRPC®, RICP®

Principal

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