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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Advisors

Steve Schulte

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Steve Schulte's website

Melissa Short

CMFA®, CRPC

Financial Advisor

Certified Military Financial Advisor®
Visit Melissa Short's website

Lydia Padilla

AAMS, CMFA®

Private Wealth Advisor

Certified Military Financial Advisor®
Visit Lydia Padilla's website

Wayne D Kandas

CFP®, APMA

Private Wealth Advisor

Vice President
Visit Wayne D Kandas's website

Chris Kandas

CFP®

Financial Advisor

Vice President
Visit Chris Kandas's website

Norm Lemus

MBA, CEPA®, CPWA®

Private Wealth Advisor

Managing Director
Visit Norm Lemus's website

Christine Painley Gustafson

Private Wealth Advisor

Managing Director
Visit Christine Painley Gustafson's website

Steve Nelson

Financial Advisor

Managing Director
Visit Steve Nelson's website

Russell Doyle

Financial Advisor

Vice President
Visit Russell Doyle's website

Kevin Ragon

APMA, CRPC, AAMS, CRPS

Financial Advisor

Associate Vice President
Visit Kevin Ragon's website

Matthew Svorinic

CFP®

Financial Advisor

Visit Matthew Svorinic's website

Marcus Brandt

Private Wealth Advisor

Managing Director
Visit Marcus Brandt's website

Ryan Lurie

Financial Advisor

Managing Director
Visit Ryan Lurie's website


Team

Maren Green

Maren Green

Client Service Associate

Diane Mayrant

Diane Mayrant

Registered Client Service Associate

Lindsay Morganstein

Lindsay Morganstein

Registered Operations Leader,

Practice Manager
Jennifer Laughton

Jennifer Laughton

Registered Client Service Associate,

Practice Manager
Chelsea Faiva

Chelsea Faiva

Registered Practice Associate

Sharyn Krutoy

Sharyn Krutoy

Client Service Associate

Dawn Schuerkamp

Dawn Schuerkamp

Client Service Associate

Bretina DeAnda

Bretina DeAnda

Registered Client Service Associate

Myranda Ochoa

Myranda Ochoa

Client Service Associate

Derric Dumont

Derric Dumont

Registered Operations Leader