Our advisors

Advisor photo for Victor Shakerchi

Victor Shakerchi

CRPC

Client Relationship Manager

Retirement Specialist
Learn more about Victor Shakerchi
Advisor photo for David Allen

David Allen

BFA, CRPC, AWMA℠

Client Relationship Manager

Learn more about David Allen Visit David Allen's website
Advisor photo for Erick Perez

Erick Perez

Client Support Associate

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Advisor photo for Max Hellmann

Max Hellmann

CFP®, CRPC

Manager AAC

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Advisor photo for Samantha Green

Samantha Green

Client Support Associate

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Advisor photo for Sara Tuersun

Sara Tuersun

Client Support Associate

Lead Client Support Associate
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Advisor photo for Sebastian Fray

Sebastian Fray

Client Support Associate

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Advisor photo for Vaden Genneken

Vaden Genneken

CRPC

Client Relationship Manager

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Advisor photo for Zach Richey

Zach Richey

Client Support Associate

Learn more about Zach Richey