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

Advisor photo for Anthony Perez

Anthony Perez

MBA, CFP®, CDFA®

Private Wealth Advisor

Managing Director of Orchard Financial Group
Visit Anthony Perez's website
Advisor photo for Audrey Schmedes

Audrey Schmedes

MBA, CFP®

Financial Advisor

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®

Associate Financial Advisor

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

Michael Kawase

CFP®, CRPC

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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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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