Brittany ArnoldAnalyst, Client Service
Katie Bamberger, AAMS®Senior Associate, Client Service
Leah Beattie, FPQP®, CSRIC®Associate Advisor
Max BoerstoelAssociate Director, Operations
Richard ChenChief Compliance Officer | General Counsel | Partner
Lori Choi, CFA Senior Advisor | Partner
Colin CunninghamAssociate, Operations
Nicole Davis, CIMA®Senior Advisor | Partner
Cathy DeCarloBookkeeper
Karen Walls deRochemontManaging Director, Client Service | Partner
Jessica EarlsAssociate, Client Service
Shawntelle FergusonSenior Associate, Client Service
Mandy Gardner Associate Director, Marketing
Laura GracyAssociate, Client Service
Sandra GuerreroAdvisor | Partner
Kelly HallExecutive Assistant
Eric Hsueh, CAIADirector, Investments
Tim Kingsbury, CFP®Advisor | Partner
Sheryl Kucer, CFP®Chief Operating Officer | Partner | Executive Committee
Michael Lent, CIMA®Co-founder | Senior Advisor | Partner
Elena Ladygina, CFA, CFP®Senior Advisor | Partner
Tracey Lynch, CDFA®Associate Director, National Client Service
Garrett Markley, CFP®Associate Advisor
Victor MbuguaAnalyst, Client Service
Mihir MehanAssociate Director, Investments
Roraj Pradhananga, CIMA®, CPAChief Investment Officer | Partner | Executive Committee
Haley SaalAssociate, National Client Service
Rebekah SargentClient Service Analyst
Jane Swan, CFASenior Advisor | Chief Advisory Officer | Partner | Executive Committee
Tasha Wilson, CRPS®Senior Associate, Client Service
Maya ZamirAssociate Director, Investments
Sarah ZhukovskyAssociate, Investments
