Our advisors

Aaron Voss

Aaron Voss

Client Relationship Manager

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Cherry Nguyen

Client Support Associate

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Jamie Rosas

Jamie Rosas

BFA, CRPC®

Client Relationship Manager

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Jasper Aperocho

Jasper Aperocho

CRPC®

Client Support Associate

Lead Client Support Associate
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Jesse Goldberg

Jesse Goldberg

Client Relationship Manager

Family Finances Specialist
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Joshua Ortman

Joshua Ortman

CFP®

Client Relationship Manager

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Mark Mencer

Mark Mencer

CRPC®, APMA®

Client Support Associate

Experienced Client Support Associate
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Max Robert Hellmann

Max Robert Hellmann

CFP®, CRPC®

Manager AAC

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Ricky Ng

Ricky Ng

CFP®, CFA®

Client Support Associate

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Robert Elkins

Robert Elkins

Client Support Associate

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