Our advisors

Jacqueline Warner

Associate Financial Advisor

Learn more about Jacqueline Warner Visit Jacqueline Warner's website

Elton Wong

Associate Financial Advisor

Learn more about Elton Wong Visit Elton Wong's website

Our team

Jamie Blum, CFP

Jamie Blum, CFP

Operations Director,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • 14 years with the practice
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Jacqueline Warner

Jacqueline Warner

Client Relationship Manager

Qualifications

  • 12 years with the practice
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Alex Miller, APMA, CRPC

Alex Miller, APMA, CRPC

Client Service Manager,

Chartered Retirement Planning Counselor℠

Qualifications

  • 11 years with the practice
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Elton Wong, CFP

Elton Wong, CFP

Client Service Manager,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • 8 years with the practice
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Neil Parmar

Neil Parmar

Client Service Coordinator

Personal Intro

Call Neil to schedule an appointment with Darrell.

Qualifications

  • 2 years with the practice
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Lisa Horton

Lisa Horton

Operations Manager

Qualifications

  • 14 years with the practice
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Cassandra Gonzalez

Cassandra Gonzalez

Operations Specialist

Qualifications

  • 7 years with the practice
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Pamela Brock

Pamela Brock

Operations Specialist

Qualifications

  • 6 years with the practice
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Anna Werner

Anna Werner

Administrative Assistant

Qualifications

  • 3 years with the practice
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Nicole Gambino

Nicole Gambino

Receptionist

Qualifications

  • 1 year with the practice
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Haley Daniel

Haley Daniel

Operations Specialist

Qualifications

  • 1 year with the practice
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Karelys Carreyo

Karelys Carreyo

Administrative Assistant

Qualifications

  • 1 year with the practice
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Brian Crabtree

Brian Crabtree

Client Concierge

Caroline Sherbrook

Caroline Sherbrook

Marketing Specialist