Our advisors

Victor Shakerchi

Victor Shakerchi

CRPC®

Client Relationship Manager

Retirement Specialist
Learn more about Victor Shakerchi
Bruce Holstine

Bruce Holstine

Client Relationship Manager

Learn more about Bruce Holstine
Henry Vasquez

Henry Vasquez

BFA, CRPC®

Client Relationship Manager

Learn more about Henry Vasquez
Ian Rinde

Ian Rinde

Client Relationship Manager

Learn more about Ian Rinde
Kelechi Obilor

Kelechi Obilor

Client Support Associate

Learn more about Kelechi Obilor
Kendell Schoen

Kendell Schoen

Client Relationship Manager

Learn more about Kendell Schoen
Lori Palmer

Lori Palmer

BFA

Manager AAC

Learn more about Lori Palmer Visit Lori Palmer's website
Nicole Buchanan

Nicole Buchanan

Client Support Associate

Learn more about Nicole Buchanan
Reggie Hren

Reggie Hren

BFA

Client Support Associate

Lead Client Support Associate
Learn more about Reggie Hren
Sara Tuersun

Sara Tuersun

Client Support Associate

Learn more about Sara Tuersun