Orchard Financial Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Michael Kawase

Michael Kawase

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Michael Kawase's website
Eric Smutko

Eric Smutko

APMA®

Financial Advisor

Visit Eric Smutko's website
Philip Decallejon

Philip Decallejon

CFA®

Financial Advisor

Chartered Financial Analyst®
Visit Philip Decallejon's website
Kristie Liuag

Kristie Liuag

APMA®

Associate Financial Advisor

Operations Director
Visit Kristie Liuag's website
Audrey Schmedes

Audrey Schmedes

MBA

Financial Advisor

Visit Audrey Schmedes's website

Team

Devin Marshall

Devin Marshall

Practice Manager,

Client Relationship Manager
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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Brenda Mahar

Brenda Mahar

Client Service Specialist,

Marketing Specialist
Aprile Poag

Aprile Poag

Paraplanner,

Financial Planning Specialist

Qualifications

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