The Highest Levels of Education and Professional Accreditations, with Unparalleled Integrity and Ethical Standards

Our Team

Brian D. Holmes

President, CEO
MS CFP® CMFC AIF®

Gary K. Liska

Senior Partner, CFO
MS, CFP®, AIF®, CMFC, AAMS®

Mark Copeland

Senior Partner
CFP®, AIF®

Paul Taghibagi

Senior Partner
CFP®, AIF®

Vince DiLeva

Senior Partner
MS CFP® AIF®

Theodore E. Saade

Senior Partner
CFP® CMFC AIF®

Jennifer Kim

Senior Partner
MS, CFP®, CMFC, ChFC, CLU

Fritz Miller

Partner
CFP®, ChFC, AIF®

Michael Evans

Partner
CFP®, CMFC

John P. Keenan

Partner
CFP®, AIF®, C(k)P®

Eric C. Pritz

Partner
CFP®, CMFC

Terence Da Cunha

Partner
CFP®, AIF®

Thomas C. West

Partner
CLU, ChFC, AIF®

Kathleen Adams

Partner
CFP®, CPWA®

David L. Johnson

Senior Associate
CFP®, AIF®

Hampton C. Adams III

Financial Advisor
MBA

Robert J. Curtiss

Financial Advisor
CFP®, CWS®, AIF®

Jim Bray

Financial Advisor
CFP®

Brian Abatemarco

Associate Advisor

Chad Bates

Advisor
CFP®, AIF®

Bill Collopy

Advisor
CMFC, AIF

Joe Dawkins

Advisor
CFP®, AIF®

Jennifer Embler

Associate Advisor

Scott Gaynor

Advisor
CFP®, AIF®

Len Hirsh

Advisor
MBA, CFP®, AIF

Christian Hutchins

Associate Advisor
CFP®, AIF®

Joshua Land

Associate Advisor
CFP®

Eugene Lev

Associate Advisor
RICP®

Michael Macauley

Advisor
CFA, CFP®

Glenn McGregor

Advisor
CFP®

Chad Miller

Associate Advisor
AIF®

Andrew Rome

Associate Advisor

Brian Schiazzano

Advisor

Kyle Smith

Advisor
CFP®

David Swift

Associate Advisor
CIMA

John Williams

Associate Advisor

Hayley Wood

Associate Advisor
CFP®, MBA

Jeff Zuanich

Advisor
CFP®, CFA®

Brian D. Holmes

President, CEO
MS CFP® CMFC AIF®

Gary K. Liska

Senior Partner, CFO
MS, CFP®, AIF®, CMFC, AAMS®

Mark Copeland

Senior Partner
CFP®, AIF®

Paul Taghibagi

Senior Partner
CFP®, AIF®

Vince DiLeva

Senior Partner
MS CFP® AIF®

Theodore E. Saade

Senior Partner
CFP® CMFC AIF®

Terence Da Cunha

Partner
CFP®, AIF®

David L. Johnson

Senior Associate
CFP®, AIF®

Deron McCoy

Chief Investment Officer
CFA, CFP®, CAIA, AIF®

Howard Chen

Research Analyst
AIF®

Matthew Kim

Relationship Manager

Andrew Lin

Relationship Manager

Deron McCoy

Chief Investment Officer
CFA, CFP®, CAIA, AIF®

Howard Chen

Research Analyst
AIF®

Jack Chen

Portfolio Manager

Charley Edson

Jr. Research Analyst

Stanley Liu

Jr. Portfolio Manager
CFA

John Rasic

Jr. Research Analyst

Josh Woodard

Jr. Research Analyst

Jasmine Yuan

Portfolio Manager
CFA

Suzanne Bottoms

Practice Mananger

Gabriella Cajina

Client Services Specialist

Jessica Cherness

Registered Associate

Allison Chamberlayne

Marketing Coordinator

Kyle Demshki

Client Services Associate

Paula Hart

Client Services Associate

Zulpikar Iskander

Registered Associate

Stephanie Mills

Client Services Manager

Joyce Mizuhata

Client Services Manager

Chantrell Nealson

Administrative Assistant

Katie O’Neill

Client Service Administrator

Rachel Otto

Client Services Associate

Shana Packard

Client Services Specialist

Rubyann Park

Administrative Assistant

Stephanie Perkins

Client Services Manager

Sabina Pinsky

Marketing and Client Services

Dylan Price

Administrative Assistant

Arvette Reid

Marketing & Outreach Director

Natalie Rodgers

Registered Associate

Vidya Thompson

Client Services Specialist

Christina Tunison

Registered Associate

Elizabeth Youngblood

Client Services Associate