Nicole Anton

 Client Service Coordinator

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Paxton Dolan

 Client Service Administrator

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Omar Almaraz, CFP®

 Associate Wealth Advisor

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Erika Fettner

 Office Manager

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Jeff Ortega

 Senior Client Service Administrator

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Ashley Stroud, CFP®

 Associate Wealth Advisor

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Tyler Cox, CPA

 Associate Tax Advisor

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Josh Clavell

 Operations Manager

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Shalmali Kulkarni, CFP®

 Lead Wealth Advisor

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Jackie Padilla, EA

 Tax Advisor

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Sanda Ljubovic

 Client Service Manager

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Steve Doster, CFP®

 Senior Wealth Advisor

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Wei Lou, CPA

 Lead Tax Advisor

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Juan Aguilar

 Partner, COO/CCO

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Lorenzo Sanchez, CFP®

 Partner, Senior Wealth Advisor

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Tara Cordato, CPA

 Partner, Senior Wealth Advisor

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