Nicole Anton

Receptionist

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Paxton Dolan

Client Service Administrator

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Omar Almaraz

Financial Services Associate

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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 Financial Planner

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Tyler Cox, CPA

Tax Associate

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Josh Clavell

Operations Manager

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Shalmali Kulkarni, CFP®

Financial Planner

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Jackie Padilla (West)

Tax Accounting Associate

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Sanda Ljubovic

Client Service Manager

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Steve Doster, CFP®

Financial Planning Manager

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Wei Lou, CPA

Tax Manager

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Juan Aguilar

Principal, Director of Operations

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Lorenzo Sanchez, CFP®

Principal, Director of Wealth Management

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Tara Weisinger, CPA

Principal, Director of Tax Services

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