Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for Mark P Tolan

Mark P Tolan

CFP®

Private Wealth Advisor

Chief Executive Officer of Confluence Wealth Management Group
Learn more about Mark P Tolan Visit Mark P Tolan's website
Advisor photo for Ryan Tolan

Ryan Tolan

CFP®, CLTC®

Financial Advisor

President of Confluence Wealth Management Group
Learn more about Ryan Tolan Visit Ryan Tolan's website
Advisor photo for Lori Hoopingarner

Lori Hoopingarner

CRPC, APMA®

Financial Advisor

Managing Director of Confluence Wealth Management Group
Learn more about Lori Hoopingarner Visit Lori Hoopingarner's website
Advisor photo for Mandy M Woo

Mandy M Woo

CFP®, MST, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Mandy M Woo Visit Mandy M Woo's website
Advisor photo for Jim Warren

Jim Warren

CFP®, APMA®

Financial Advisor

Managing Director of Confluence Wealth Management Group
Learn more about Jim Warren Visit Jim Warren's website
Advisor photo for Caitlin Tolan

Caitlin Tolan

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Caitlin Tolan Visit Caitlin Tolan's website
Advisor photo for Duvan Chiang

Duvan Chiang

APMA®

Financial Advisor

Business Financial Advisor
Learn more about Duvan Chiang Visit Duvan Chiang's website
Advisor photo for Mike Linzay

Mike Linzay

CLTC®, CEPA®

Financial Advisor

Learn more about Mike Linzay Visit Mike Linzay's website
Advisor photo for Sylvia Yan

Sylvia Yan

CFP®

Financial Advisor

Learn more about Sylvia Yan Visit Sylvia Yan's website
Advisor photo for Judy Kim

Judy Kim

CFP®

Financial Advisor

Learn more about Judy Kim Visit Judy Kim's website
Advisor photo for Vivian Chang

Vivian Chang

MBA, APMA®

Financial Advisor

Learn more about Vivian Chang Visit Vivian Chang's website
Advisor photo for Cherie A Jones

Cherie A Jones

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Cherie A Jones Visit Cherie A Jones's website
Advisor photo for Steven D Curtis

Steven D Curtis

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Steven D Curtis Visit Steven D Curtis's website
Advisor photo for Adrian P Concepcion

Adrian P Concepcion

MBA, CFP®, CRPC, ChFC®, APMA®

Financial Advisor

Learn more about Adrian P Concepcion Visit Adrian P Concepcion's website
Advisor photo for Julie Yue

Julie Yue

LLM, CFP®, CEPA®, CDFA®

Financial Advisor

Learn more about Julie Yue Visit Julie Yue's website


Our team

Jonathan Han

Jonathan Han

Business Development Director,

Chief Operating Officer of Confluence Wealth Management Group
A. Sonia Avila

A. Sonia Avila

Operations Director,

Practice Manager

Qualifications

  • B.A., Business Economics, University of California Riverside, 1997
  • California Notary Public 2000-Present
  • Professional Interpretation and Translation Certification, University of California Riverside, 1999
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Stephanie H. Follis

Stephanie H. Follis

Practice Manager

Qualifications

  • B.A., Liberal Studies, University of La Verne, 1999
  • Multiple Subject Teaching Credential, University of La Verne, 2000
  • M.A., Education, University of La Verne, 2003
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Ivan Albarran

Ivan Albarran

Paraplanner,

Investment Specialist

Qualifications

  • Series 7, 2007
  • Series 66, 2007
  • SIE, 2018
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Camden Miller

Camden Miller

Paraplanner,

Financial Planning Specialist
Ryan Le

Ryan Le

Financial Planning Specialist

Qualifications

  • B.S., Business Administration with Concentration in Finance, California State University Fullerton, 2021
  • Professional Certificate in Financial Planning, California State University Fullerton, 2021
  • QuickBooks Online Essential Training Certificate, LinkedIn Learning
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Nicholas Desmond

Nicholas Desmond

Paraplanner,

Executive Assistant

Qualifications

  • B.S, Business Administration - Finance, California Lutheran University: 2024

  • Series 7: 2024

  • Series 6: 2024

  • CA Insurance #4411981 : 2024; Life / Accident & Health or Sickness / Variable Life and Variable Annuity

  • SIE: 2024

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Tara Gilmour

Tara Gilmour

Senior Executive Assistant

Olivia Nunez

Olivia Nunez

Executive Assistant

Miguel Cortez

Miguel Cortez

Senior Administrative Assistant,

Client Concierge
Caleb Regan

Caleb Regan

Administrative Assistant

Noelle Blattenberger

Noelle Blattenberger

Administrative Assistant

Lan Pham

Lan Pham

Administrative Assistant

Qualifications

    • B.S. in Business Administration, Emphasis in Finance
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Lynn Duong

Lynn Duong

Executive Assistant

Jonathan Jiang

Jonathan Jiang

Financial Planning Assistant

Vandita Upadhyay

Vandita Upadhyay

Executive Assistant