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Our advisors

Arie Bojorquez

CRPC

Client Support Associate

Experienced Client Support Associate
Learn more about Arie Bojorquez

Betsy Gaytan Leon

Client Support Associate

Learn more about Betsy Gaytan Leon

David Allen

BFA, CRPC, AWMA®

Client Relationship Manager

Learn more about David Allen Visit David Allen's website

Dillon Stafford

CRPC, AWMA®

Client Relationship Manager

Retirement Specialist
Learn more about Dillon Stafford

Henry Vasquez

BFA, CRPC

Manager AAC Sales

Learn more about Henry Vasquez Visit Henry Vasquez's website

John Tesfamariam

Client Support Associate

Learn more about John Tesfamariam

K'Sea Isaac

CFP®, CFA®

Client Relationship Manager

Learn more about K'Sea Isaac

Maggie Smith

CRPC

Client Relationship Manager

Learn more about Maggie Smith

Morgan Busch

CRPC

Client Support Associate

Experienced Client Support Associate
Learn more about Morgan Busch

Noah McKeon

Client Support Associate

Learn more about Noah McKeon

Samantha Green

BFA

Client Support Associate

Experienced Client Support Associate
Learn more about Samantha Green

Sara Tuersun

CRPC

Client Support Associate

Lead Client Support Associate
Learn more about Sara Tuersun

Vaden Genneken

CRPC

Client Relationship Manager

Learn more about Vaden Genneken