Our advisors

Our team

Lisa Metheny

Lisa Metheny

Operations Director

Pam Burke

Pam Burke

Operations Specialist,

Chief Financial Officer
Shannon Junge

Shannon Junge

Client Service Manager

Personal Intro

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

Qualifications

  • CFS®
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Trevor Meyer

Trevor Meyer

Financial Planning Specialist

Brooke Middleton

Brooke Middleton

Business Development Manager,

Marketing Manager
Haley Franco

Haley Franco

Client Relationship Manager

David Brown

David Brown

Paraplanner

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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Rhonda Hamil

Rhonda Hamil

Paraplanner

Erik Speer

Erik Speer

Paraplanner

Susan Cattivera

Susan Cattivera

Client Service Specialist

Sadie Speer

Sadie Speer

Client Service Specialist

Benjamin Chenkin

Benjamin Chenkin

Client Service Specialist

Jackie Castellano

Jackie Castellano

Client Service Specialist

Mariel Mendelsohn

Mariel Mendelsohn

Client Service Specialist

Chante Boliard

Chante Boliard

Marketing Specialist

Ashley Thompson

Ashley Thompson

Executive Assistant

Melynda Murray

Melynda Murray

Receptionist

Savannah Richey

Savannah Richey

Administrative Assistant

OnNi Zacharia

OnNi Zacharia

Administrative Assistant

Coleen Hill

Coleen Hill

Administrative Assistant

Samuel Gould

Samuel Gould

Intern