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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.

Shaan Baren, ChFC®

Charlotte Berry, CFP®

Elizabeth Berry

Eden Chang, CFP®

Kenneth Chavis IV, CFP®

Helen Chu, CFA®, CFP®

Christopher Comeau

Shaina Desai, CFP®, ChFC®

Jessica Cryer

Viviana Didakhe

Whitney Drechsler, Esq., LL.M., CFP®

Jenny Enlow, CFP®

Diamond Fischer

Josh Harlan

Alex Harris, CFP®

Gary Hirschfeld

Evan Hunter, CFA®, CFP®

Christian Hutchins, CFP®, AIF®

Greg Jankowski, CFP®

Jennifer Kansco

Gordon Kao

Michael Kruse, CPA, CFP®

Mike Lee

Blaine Lourd

Clint McCalla, CFP®

Keith McKenzie

Drew Morwood

Palmer N. Murray

Rick J. Nott, CFA, CFP®, CPWA®

Margoth Romero, CFP®

Ian Ruebel

Stephanie Schaaf, CFA, CFP®, CAIA

Peter J. Wright

Jill R. Young


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