Orchard Financial Group

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

close

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

View Larger


Advisors

Audrey Schmedes

MBA, CFP®

Financial Advisor

Client Relationship Manager
Visit Audrey Schmedes's website

Anthony Perez

MBA, CFP®, CDFA®, AIF®, AAMS, CRPC, CEPA®

Private Wealth Advisor

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

Devin Marshall

Associate Financial Advisor

Client Relationship Manager
Visit Devin Marshall's website

Eric Smutko

CRPC, APMA

Financial Advisor

Visit Eric Smutko's website

Kristie Liuag

CFP®, APMA

Associate Financial Advisor

Operations Director
Visit Kristie Liuag's website

Michael Kawase

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Michael Kawase's website


Team

Aprile Poag, CRPC®

Aprile Poag, CRPC®

Financial Planning Director,

Insurance Analyst

Qualifications

  • CRPC®
  • FINRA Series 7 and 66
  • CA Insurance License #0M63131
View more
Brenda Mahar

Brenda Mahar

Client Concierge,

Marketing Coordinator
Claudine Rajah

Claudine Rajah

Client Service Director,

Practice Manager

Qualifications

  • FINRA Series 7 and 66
  • B.A., Mass Communication, specialization in Public Relations
  • CA Insurance License #0K56283
View more
Simran Saini

Simran Saini

Client Service Senior Coordinator

Chase Johnson

Chase Johnson

Client Relationship Manager,

Investment Operations Coordinator

Sheree Wesley

Client Relationship Coordinator,

Client Service Coordinator
Snigdha Goel

Snigdha Goel

Client Service Senior Coordinator,

Operations Senior Coordinator