In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Steven Rabin

Steven Rabin

CFP®, CRPC®, APMA®, CDFA®, ChFC®

Private Wealth Advisor

Managing Director
Visit Steven Rabin's website
Joseph Barkat

Joseph Barkat

CRPC®, APMA®, CDFA®

Private Wealth Advisor

Managing Director
Visit Joseph Barkat's website
Michael Tsan

Michael Tsan

APMA®

Financial Advisor

Vice President
Visit Michael Tsan's website
Steve Schulte

Steve Schulte

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Steve Schulte's website
Chuck Smith

Chuck Smith

MBA, CPA, CFP®, ChFC®, CLU®

Private Wealth Advisor

Managing Director
Visit Chuck Smith's website
John Erickson

John Erickson

Financial Advisor

Vice President
Visit John Erickson's website
Michael Huffman

Michael Huffman

Financial Advisor

Vice President
Visit Michael Huffman's website
Steve Nelson

Steve Nelson

Financial Advisor

Vice President
Visit Steve Nelson's website
Don Garney

Don Garney

Financial Advisor

Associate Vice President
Visit Don Garney's website
Lydia Padilla

Lydia Padilla

AAMS®

Financial Advisor

Managing Director
Visit Lydia Padilla's website
Dong Choi

Dong Choi

CFP®

Financial Advisor

Vice President
Visit Dong Choi's website
Robert Richard Munoz

Robert Richard Munoz

MBA, CFP®, CRPC®, CPA

Financial Advisor

Vice President
Visit Robert Richard Munoz's website
Justin Hoyt

Justin Hoyt

Financial Advisor

Managing Director
Visit Justin Hoyt's website
Chris Housley

Chris Housley

Financial Advisor

Visit Chris Housley's website
Todd Elliott Harris

Todd Elliott Harris

Financial Advisor

Managing Director
Visit Todd Elliott Harris's website

Team

Erika Barbosa

Client Service Associate,

Client Service Specialist

Travis Carlisle

Registered Client Service Associate,

Financial Planning Specialist

Jen DeWerd

Registered Client Service Associate,

Client Service Specialist

Melissa Short

Client Service Associate,

Client Concierge

Louis Schuster

Registered Client Service Associate,

Financial Planning Analyst

Maren Green

Client Service Associate

Diane Mayrant

Registered Client Service Associate

Anthony Massara

Registered Operations Leader

Marla Mallula

Registered Client Service Associate

Jason Jensen

Registered Client Service Associate

Tenisha Phillips

Client Service Associate,

Practice Manager

Cami McCabe

Registered Client Service Associate,

Client Service Specialist