Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Robert J Roth

Robert J Roth

CFP®, CFS®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robert J Roth Visit Robert J Roth's website


Our team

Carlee Gruczelak

Carlee Gruczelak

Client Service Coordinator,

Office Manager
Lloyd Gong

Lloyd Gong

Financial Planning Specialist

Lauren Canellis

Lauren Canellis

Client Relationship Manager

Jennah Roth

Jennah Roth

Administrative Assistant

Chelsea Villalobos-Merwin

Chelsea Villalobos-Merwin

Client Relationship Manager