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

Anthony Perez

MBA, CFP®, CDFA®, AIF®, AAMS, CRPC

Private Wealth Advisor

Managing Director of Orchard Financial Group
Learn more about Anthony Perez Visit Anthony Perez's website

Audrey Schmedes

MBA, CFP®

Financial Advisor

Learn more about Audrey Schmedes Visit Audrey Schmedes's website

Devin Marshall

Associate Financial Advisor

Client Relationship Manager
Learn more about Devin Marshall Visit Devin Marshall's website

Eric Smutko

CRPC, APMA

Financial Advisor

Learn more about Eric Smutko Visit Eric Smutko's website

Kristie Liuag

CFP®

Associate Financial Advisor

Operations Director
Learn more about Kristie Liuag Visit Kristie Liuag's website

Michael Kawase

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michael Kawase Visit Michael Kawase's website


Our team

Aprile Poag, CRPC®

Aprile Poag, CRPC®

Paraplanner,

Financial Planning Specialist

Qualifications

  • CRPC®
  • FINRA Series 7 and 66
  • CA Insurance License #0M63131
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Brenda Mahar

Brenda Mahar

Client Service Specialist,

Marketing Specialist
Claudine Rajah

Claudine Rajah

Client Service Manager

Qualifications

  • FINRA Series 7 and 66
  • B.A., Mass Communication, specialization in Public Relations
  • CA Insurance License #0K56283
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Simran Saini

Simran Saini

Client Service Specialist

Snigdha Goel

Snigdha Goel

Client Service Specialist

Chase Johnson

Chase Johnson

Investment Specialist

Sheree Wesley

Financial Planning Assistant

Neal Littlejohn

Business Development Specialist