Our advisors

Our team

Shannon Junge

Shannon Junge

Client Service Manager

Personal Intro

  • California Insurance License #oF67566
  • FINRA Series 7, Series 66

Qualifications

  • CFS®
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Brooke Middleton

Brooke Middleton

Business Development Manager

Pam Burke

Pam Burke

Operations Specialist,

Chief Financial Officer
Carolynn Fellman

Carolynn Fellman

Paraplanner

Personal Intro

Series 7

Series 63

CA insurance license #302556

Series 65

Qualifications

  • CFS®
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Angela Parker

Angela Parker

Paraplanner

Personal Intro

Series 7

Series 66

CA Insurance license #307820

Qualifications

  • CFP®
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Haley Franco

Haley Franco

Client Relationship Manager

Rhonda Hamil

Rhonda Hamil

Client Service Specialist

Susan Cattivera

Susan Cattivera

Client Service Specialist

Sadie Speer

Sadie Speer

Client Service Specialist

Benjamin Chenkin

Benjamin Chenkin

Client Service Specialist

Katy Holdeman

Katy Holdeman

Marketing Specialist

Melynda Murray

Melynda Murray

Administrative Assistant

Ashley Thompson

Ashley Thompson

Executive Assistant

Savannah Richey

Savannah Richey

Administrative Assistant

OnNi Zacharia

OnNi Zacharia

Administrative Assistant