Orchard Financial Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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Advisors

Advisor photo for Audrey Schmedes

Audrey Schmedes

MBA, CFP®

Financial Advisor

Client Relationship Manager
Visit Audrey Schmedes's website
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 Devin Marshall

Devin Marshall

Associate Financial Advisor

Client Relationship Manager
Visit Devin Marshall'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


Team

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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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
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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