Investment
Committee
Financial Planning
Committee
Financial Planning
Operations Team
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- Kelly Alameddin, FPQP®
- Guy Anderson
- Ross Bernstein
- Jeni Buys
- Meredith Beazley
- Brenda Bishop
- Garrett N. Carter, CFP®
- Mario Chilin, CCEP®, CSCP®
- Aleksandr Chkadua
- Ana Contreras
- Jordan Engel
- John Ertman
- Safa Ghabbour
- Austin King
- Elena Israel
- Maura Madden, CFP®
- Seth Maristuen
- John McCormick
- Travis Meyer
- Breene Murphy
- Debi Murphy
- Trevin O’Cain
- Jeanne Oshiro
- Kat Phan
- Alicia Ramirez
- Sherryl Ray
- Genevieve Remark
- Heather Santana
- Chad Sinclair, CPA, FCCA
- Aaron Solorzano
- Geniffer Takacs, CFA
- Erin Ziedman