Our advisors

Aqeel Muhammad

Aqeel Muhammad

CRPC®, BFA

Client Relationship Manager

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Bruce Vann

Bruce Vann

Client Support Associate

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Christopher Lalli

Christopher Lalli

Client Relationship Manager

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Jacqueline Rocha

Jacqueline Rocha

Client Relationship Manager

Learn more about Jacqueline Rocha Visit Jacqueline Rocha's website
Jake Epstein

Jake Epstein

CFP®, CRPC®

Client Relationship Manager

Learn more about Jake Epstein Visit Jake Epstein's website
Jake Riley Rausch

Jake Riley Rausch

CRPC®

Client Support Associate

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Jonattan Huascar Leano

Client Support Associate

Learn more about Jonattan Huascar Leano
Ken Flores

Ken Flores

Client Support Associate

Lead Client Support Associate
Learn more about Ken Flores Visit Ken Flores's website
Nikki Villarete

Nikki Villarete

Client Relationship Manager

Learn more about Nikki Villarete Visit Nikki Villarete's website
Steven Tang

Steven Tang

CFP®, CRPC®

Manager AAC

Learn more about Steven Tang