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Every member of our team is unified around one purpose: to help you attain your goals and secure your future. Our team is dedicated to working collaboratively, both internally and externally with your family’s advisory team. We like to view ourselves as the next generation of private wealth management, and we combine thoughtfulness with excellence, delivering institutional-caliber solutions designed to help grow and preserve your wealth.

Delphi - Shaan Baren

Shaan Baren

Delphi Charlotte Berry

Charlotte Berry, CFP®

Delphi Elizabeth Berry

Elizabeth Berry

Delphi Eden Chang

Eden Chang

Delphi Helen Chu

Helen Chu, CFA®, CFP®

Delphi Jenny Enlow

Jenny Enlow, CFP®

Delphi Josh Harlan

Josh Harlan

Delphi Alex Harris

Alex Harris

Delphi Gary Hirschfeld

Gary Hirschfeld

Delphi Greg Jankowski

Greg Jankowski, CFP®

Delphi Jennifer Kansco

Jennifer Kansco

Delphi Gordon Kao

Gordon Kao

Delphi Mike Lee

Mike Lee

Delphi Blaine Lourd

Blaine Lourd

Delphi Brendan McEwan

Brendan McEwan, CFP®

Delphi Keith Mckenzie

Keith McKenzie

Delphi Palmer Murray

Palmer N. Murray

Delphi Rick Nott

Rick J. Nott, CFP®, CPWA®

Delphi Darren Reinig

Darren Reinig

Delphi Margoth Romero

Margoth Romero, CFP®

Delphi Ian Ruebel

Ian Ruebel

Delphi Stephanie Schaaf

Stephanie Schaaf, CFA, CFP®, CAIA

Delphi Annie Shieh

Annie Shieh

Delphi Peter J Wright

Peter J. Wright

Delphi Jill Young

Jill R. Young

Delphi Coming Soon

Millicent Asuncion

Delphi Coming Soon

Viviana Didakhe

Delphi Coming Soon

Drew Morwood

Delphi Coming Soon

Kenneth Chavis IV, CFP


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