Advisors

David L Aton

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David L Aton's website

Paul K Wheeler

CFP®

Private Wealth Advisor

Visit Paul K Wheeler's website


Team

Greg Morrow

Greg Morrow

Client Service Manager

Qualifications

  • With the firm since August 2013
  • Notary Public
  • Bachelor of Science, Kinesiology - Sacramento State University (2010)
  • Single Subject Physical Education California Teaching Credential - Sacramento State University (2010)
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Michael Seivert

Michael Seivert

Paraplanner

Marina Morrow

Marina Morrow

Client Service Coordinator

Qualifications

  • With the firm since June 2007
  • Bachelor of Science, Accountancy - Sacramento State University (2007)
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