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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