Orchard Financial Group

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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

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Advisors

Anthony Perez

MBA, CFP®, CDFA®, AIF®, AAMS, CRPC

Private Wealth Advisor

Managing Director of Orchard Financial Group
Visit Anthony Perez's website

Audrey Schmedes

MBA, CFP®

Financial Advisor

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Eric Smutko

CRPC, APMA

Financial Advisor

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Kristie Liuag

CFP®

Associate Financial Advisor

Operations Director
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Michael Kawase

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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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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Simran Saini

Simran Saini

Client Service Specialist

Snigdha Goel

Snigdha Goel

Client Service Specialist

Chase Johnson

Chase Johnson

Investment Specialist

Sheree Wesley

Financial Planning Assistant

Aprile Poag, CRPC®

Aprile Poag, CRPC®

Paraplanner,

Financial Planning Specialist

Qualifications

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