Drew A. Ahrens
Chief Compliance Officer
Dan Anderson, CPA
Senior Financial Planner
Troy E. Bute, CFP®
Senior Wealth Advisor | Co-founder
Michal Gicala, CFP®
Senior Financial Planner
Jeff Hansen CFP®
Senior Wealth Advisor
Claribel Herrera
Human Resources Senior Assistant
Sandy L. Higgins, JD, CFP®
Senior Wealth Advisor | Partner
Icela Isais
Receptionist
George Kako, CPA
Senior Tax Accountant
JOHN T. KOENIG, CFP®, CPA
Senior Wealth Advisor | Partner
Abigail Krueger
Portfolio Operations and Trading Analyst
Elizabeth A. Lardizabal, FPQP™
Manager of Client Service
Jeremy Lorenz, CFP®
Senior Financial Planner
Laura M. Maher
Client Service Specialist
Richard G. Marks, CPA, CGMA
Director of Tax Services | Partner
Marisa Marshall, CFP®
Senior Financial Planner
James A. Marquez, CFP®
Senior Wealth Advisor | Partner
Kari J. McKinley, CFP®
Wealth Advisor | Partner
William J. Murphy, MBA, SHRM-CP
Chief People Officer | Partner
Alvaro Munoz
Research Analyst & Senior Trader
Maria G. Navarro
Financial Planner
Jennifer Nazar
Client Service Specialist
Brian M. Niksa, CFP®
Director of Financial Planning | Senior Wealth Advisor | Partner
Brian W. Peterson, CFP®
Wealth Advisor | Partner
Nic Reed, CFP®
Wealth Advisor | Partner
Armaan Rehmani
Lucy A. Rosario
Client Service Specialist
Anood Sadiq, FPQP™
Senior Client Service Specialist
Amber M. Salzman, FPQP™
Director of Client Service | Partner
Mallory M. Spann
Administrative Assistant - Tax and Business Development
Jason D. Telford, CFA®, CFP®
Senior Wealth Advisor | Partner
Aldo Vultaggio, MBA, CFA®, CAIA®, AIF®, CPA
Chief Investment Officer | Partner
Rosie M. Warren, IACCP®
Robert J. Wootton, MBA, CFP®
Senior Wealth Advisor | Partner
Beth Xu, MS, CPA, PFS
Senior Tax Manager
Matthew C. De Stefano, J.D.
Senior Wealth Advisor | Family Office Services
