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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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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