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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.

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Millicent Asuncion

Shaan Baren

Shaan Baren

Charlotte Berry

Charlotte Berry, CFP®

Elizabeth Berry

Elizabeth Berry

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Alex Chan

Eden Chang

Eden Chang, CFP®

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Kenneth Chavis IV, CFP®

Helen Chu

Helen Chu, CFA®, CFP®

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Viviana Didakhe

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Whitney Drechsler, Esq., LL.M., CFP®

Jenny Enlow

Jenny Enlow, CFP®

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Diamond Fischer

Josh Harlan

Josh Harlan

Alex Harris

Alex Harris

Gary Hirschfeld

Gary Hirschfeld

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Evan Hunter, CFA®, CFP®

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Christian Hutchins, CFP®, AIF®

Greg Jankowski

Greg Jankowski, CFP®

Jennifer Kansco

Jennifer Kansco

Gordon Kao

Gordon Kao

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Diana Ketchum

Mike Lee

Mike Lee

Blaine Lourd

Blaine Lourd

Clint McCalla, CFP®

Keith Mckenzie

Keith McKenzie

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Drew Morwood

Palmer Murray

Palmer N. Murray

Rick Nott

Rick J. Nott, CFP®, CPWA®

Darren Reinig

Darren Reinig

Margoth Romero

Margoth Romero, CFP®

Ian Ruebel

Ian Ruebel

Stephanie Schaaf

Stephanie Schaaf, CFA, CFP®, CAIA

Annie Shieh

Annie Shieh

Peter Wright

Peter J. Wright

Jill Young

Jill R. Young

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