
Nicole Anton
Receptionist
Paxton Dolan
Client Service Administrator
Omar Almaraz
Financial Services Associate
Erika Fettner
Office Manager
Jeff Ortega
Senior Client Service Administrator
Ashley Stroud, CFP®
Associate Financial Planner
Tyler Cox, CPA
Tax Associate
Josh Clavell
Operations Manager
Shalmali Kulkarni, CFP®
Financial Planner
Jackie Padilla (West)
Tax Accounting Associate
Sanda Ljubovic
Client Service Manager
Steve Doster, CFP®
Financial Planning Manager
Wei Lou, CPA
Tax Manager
Juan Aguilar
Principal, Director of Operations
Lorenzo Sanchez, CFP®
Principal, Director of Wealth Management