Orchard Financial Group

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Orchard Financial Group
Team photo for Orchard Financial Group

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Advisors

Advisor photo for Anthony Perez

Anthony Perez

MBA, CFP®, CDFA®, AIF®, CEPA®

Private Wealth Advisor

Chief Executive Officer of Orchard Financial Group
Visit Anthony Perez's website
Advisor photo for Audrey Schmedes

Audrey Schmedes

MBA, CFP®

Financial Advisor

Client Relationship Manager
Visit Audrey Schmedes's website
Advisor photo for Eric Smutko

Eric Smutko

CRPC, APMA®

Financial Advisor

Visit Eric Smutko's website
Advisor photo for Kristie Liuag

Kristie Liuag

CFP®, APMA®

Financial Advisor

Operations Director
Visit Kristie Liuag's website
Advisor photo for Michael Kawase

Michael Kawase

CFP®, CRPC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Michael Kawase's website
Advisor photo for Devin Marshall

Devin Marshall

Associate Financial Advisor

Client Relationship Manager
Visit Devin Marshall's website


Team

Brenda Mahar

Brenda Mahar

Client Service Specialist,

Marketing Specialist
Claudine Rajah

Claudine Rajah

Client Service Manager

Qualifications

  • FINRA Series 7 and 66
  • CA Insurance License #0K56283
  • B.A., Mass Communication, Public Relations
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Chase Johnson

Chase Johnson

Investment Specialist

Sheree Wesley

Financial Planning Assistant

Aprile Poag, CRPC®

Aprile Poag, CRPC®

Financial Planning Director,

Insurance Analyst

Qualifications

  • CRPC®
  • FINRA Series 7 and 66
  • CA Insurance License #0M63131
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