Our advisors

Darrell Pennington

Darrell Pennington

CFP®, MBA

Private Wealth Advisor

Managing Partner
Learn more about Darrell Pennington Visit Darrell Pennington's website
Jalin Casares

Jalin Casares

APMA®

Financial Advisor

Associate Vice President
Learn more about Jalin Casares Visit Jalin Casares's website
Alex Miller

Alex Miller

CRPC®, APMA®

Associate Financial Advisor

Learn more about Alex Miller Visit Alex Miller's website

Elton Wong

CFP®

Associate Financial Advisor

Learn more about Elton Wong Visit Elton Wong's website

Jacqueline Warner

Associate Financial Advisor

Learn more about Jacqueline Warner Visit Jacqueline Warner's website

Our team

Jamie Blum, CFP

Jamie Blum, CFP

Operations Director,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • 15 years with the practice
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Jacqueline Warner

Jacqueline Warner

Client Relationship Manager

Qualifications

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

Alex Miller, APMA, CRPC

Client Service Manager,

Chartered Retirement Planning Counselor℠

Qualifications

  • 12 years with the practice
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Elton Wong, CFP

Elton Wong, CFP

Client Service Manager,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • 10 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

  • 4 years with the practice
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Lisa Horton

Lisa Horton

Operations Manager

Qualifications

  • 15 years with the practice
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Cassandra Gonzalez

Cassandra Gonzalez

Operations Specialist

Qualifications

  • 9 years with the practice
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Pamela Brock

Pamela Brock

Operations Specialist

Qualifications

  • 7 years with the practice
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Anna Werner

Anna Werner

Administrative Assistant

Qualifications

  • 4 years with the practice
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Haley Daniel

Haley Daniel

Operations Specialist

Qualifications

  • 3 years with the practice
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Karelys Carreyo

Karelys Carreyo

Administrative Assistant

Qualifications

  • 3 years with the practice
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Brian Crabtree

Brian Crabtree

Client Concierge

Qualifications

  • 1 year with the practice
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Caroline Sherbrook

Caroline Sherbrook

Marketing Specialist

Qualifications

  • 1 year with the practice
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