Our advisors

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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Valeria Kee

Valeria Kee

Financial Planning Analyst

Qualifications

  • 2 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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