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Tax Planning
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Portfolio Review
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Retirement Planning Guide
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Personal Financial Website
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Contact An
Advisor
800.272.2328
Why EP?
Investing In Women
Financial Literacy Initiative
Services
Financial Planning
Investment Management
Tax Planning
Retirement Planning
Business Planning
Estate Planning
Life Transition Planning
Financial Education
Financial Health Assessment
Portfolio Review
Our Team
News+Blog
Informed Investor Report
Retirement Planning Guide
LOG IN Personal Financial Website
Search
Contact An Advisor
800.272.2328
Wealth Advisors
Torrance
Preston S. Caves, MBA, CFA
Sandra Gafney, MBA, CFP®
Fred Henry, CFP®
Derek Holman, CFP®, AIF®
Tom Nguyen, CFP®
Brian E. Parker, CFP®
Eric Swanson, CFP®
Fernando Reyes, CFP®
Greg Wells, CFP®
Lafayette
Lynn Ballou, CFP®
Gretchen Caldwell
Laura R. Knolle, MS, CFP®
Ross Millie, MBA
Stephanie Richman CFP®, CPCC®
Lafayette West
Loren B. Kayfetz MSFS, CFP®, ChFC, CLU
Shana Lesch, CFP®
Jonathan Spector, MS, CFP®
Valencia
Michael McGrath, MS, CFP®, CLU®
Patrick Kinney
Seattle
Joe Boden, CFP®
Rick Bryan, CFP®
Mitch Conlon, CFP®
Stephen Dart
Denver Tech Center
Nick Hatfield, CFP®
David Heinz, CFP®
San Mateo
Ryan Schwartz, CFA, CFP®
Orange County
Tyler Robuck, CFP®
Ryan Serrecchia, CFP®
Elliott Servais, MBA, CFP®
West Los Angeles
Trevor Bush, MBA, CFP®
Clint Camua, CFP®
Patrick Kinney
San Diego
Sean Cartin, CFP®
Richard C. Donnelly, CIMA®, RLP®
G. Bradley Owen, CFP®, RLP®, RMA®
Adam N. Werner, CFP®, CPWA®
Lucas Karasch, CFP®
Denver
Elizabeth Cady, CFA
Sara Gardner, CFP®
Jon D. Moore, CFP®
Phoenix
Adrian Larson
M.J. Nodilo
Patsy L. Nodilo
Investment
Committee
Kevin Ashworth, CFA
Kevin Beebe, CFA
Patrick Goshtigian, CFA
Derek Holman, CFP®, AIF®
Cris Moran, CFA, CFP®
Brian E. Parker, CFP®
Adam Phillips, CFA, CFP®
Financial Planning
Alex Gamboa
Linda Ginder, CFP®
Kyle Hurt
Jennifer Li, CFP®, EA, CAP®
Connor P. McDevitt, CPFA
Alina Narr, CFP®
Brett Panziera, CFP®
Mike Ramirez, CFP®
Jonel Tomines
Monica van Eck, CFP®
Erin Voisin, CFP®, MS, CDFA®, ChFC®
Operations Team
Kelly Alameddin, FPQP®
Guy Anderson
Ross Bernstein
Jeni Buys
Meredith Beazley
Brenda Bishop
McKenna Bouvier
Garrett N. Carter, CFP®
Karen Chan
Mario Chilin, CCEP®, CSCP®
Aleksandr Chkadua
Ana Contreras
Stefanie Corrales, FPQP™, SHRM-SCP®
Jordan Engel
John Ertman
Safa Ghabbour
Austin King
Ryan Kuhn
Elena Israel
Maura Madden, CFP®
Seth Maristuen
John McCormick
Mineko C. Murai
Paul Melendez
Travis Meyer
Breene Murphy
Debi Murphy
Trevin O’Cain
Jeanne Oshiro
Kat Phan
Alicia Ramirez
Sherryl Ray
Genevieve Remark
Heather Santana
Aaron Solorzano
Geniffer Takacs, CFA
Lisa Villagrana
Veronica Wimer
Erin Ziedman
