
Nicole Anton
Client Service Coordinator
Paxton Dolan
Client Service Administrator
Omar Almaraz, CFP®
Associate Wealth Advisor
Erika Fettner
Office Manager
Jeff Ortega
Senior Client Service Administrator
Ashley Stroud, CFP®
Associate Wealth Advisor
Tyler Cox, CPA
Associate Tax Advisor
Josh Clavell
Operations Manager
Shalmali Kulkarni, CFP®
Lead Wealth Advisor
Jackie Padilla, EA
Tax Advisor
Sanda Ljubovic
Client Service Manager
Steve Doster, CFP®
Senior Wealth Advisor
Wei Lou, CPA
Lead Tax Advisor
Juan Aguilar
Partner, COO/CCO
Lorenzo Sanchez, CFP®
Partner, Senior Wealth Advisor