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Our advisors

Ana Lavado

Client Support Associate

Learn more about Ana Lavado

Brian Darzev

CRPC, AWMA, APMA®

Client Relationship Manager

Experienced Client Support Associate
Learn more about Brian Darzev

Brian Phillips

Client Support Associate

Lead Client Support Associate
Learn more about Brian Phillips

Chad Baca

CRPC

Client Relationship Manager

Retirement Specialist
Learn more about Chad Baca Visit Chad Baca's website

George Najm

CRPC

Client Support Associate

Experienced Client Support Associate
Learn more about George Najm Visit George Najm's website

Ivo Malchov

CRPC

Client Relationship Manager

Experienced Client Support Associate
Learn more about Ivo Malchov

Jeremy Hafen

MBA, AWMA, CRPC

Manager AAC Sales

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Jimani Duncan

Client Support Associate

Learn more about Jimani Duncan

Lauren Clark

APMA®

Client Support Associate

Learn more about Lauren Clark

Noah Skrinak

Client Support Associate

Learn more about Noah Skrinak

Sammy Abebe

CRPC

Client Relationship Manager

Learn more about Sammy Abebe

Sebastian Fray

Client Relationship Manager

Learn more about Sebastian Fray