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OUR TEAM

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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