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

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

Mark Copeland

Founding 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

Partner
CFP®, AIF®

Hampton C. Adams III

Financial Advisor
AIF®

Robert J. Curtiss

Financial Advisor
CFP®, CWS®, AIF®

Jim Bray

Financial Advisor
CFP®

Jesse Brown

Financial Advisor
CFP®

Chad Bates

Advisor
CFP®, AIF®

Len Hirsh

Advisor
MBA, CFP®, AIF®

Christian Hutchins

Associate Advisor
CFP®, AIF®

Joshua Land

Wealth Planner
CFP®

Eugene Lev

Associate Advisor
RICP®

Michael Macauley

Advisor
CFA®, CFP®

Bill Collopy

Advisor
CMFC®, AIF®, MBA

John Williams

Associate Advisor

Joe Dawkins

Advisor
CFP®, AIF®

Hayley Wood

Wealth Planner
CFP®, MBA, AIF®

Glenn McGregor

Advisor
CFP®, AIF®

Chad Miller

Advisor
AIF®, CFA®

Kyle Demshki

Associate Advisor
CFP®

Andrew Rome

Associate Advisor

Kyle Smith

Advisor
CFP®

David Swift

Associate Advisor
CIMA

Jeff Zuanich

Advisor
CFP®, CFA®

Robert Papa

Advisor
CFP®, RICP®

Brian D. Holmes

President, CEO
MS CFP® CMFC AIF®

Gary K. Liska

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

Mark Copeland

Founding 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

Partner
CFP®, AIF®

Deron McCoy

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

Howard Chen

Director of Investment Services
AIF®

Matthew Kim

Relationship Manager

Andrew Lin

Relationship Manager

Deron McCoy

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

Howard Chen

Director of Investment Services
AIF®

Jack Chen

Portfolio Manager

Charley Edson

Jr. Research Analyst

Raymond Wan

Investment Operations Analyst

Samuel Miller

Senior Investment Strategist
CFA®, CAIA®

John Rasic

Research Analyst

Josh Woodard

Research Analyst

Christine Cheung

Accounting Associate

Stephen Fringer

Systems and Reporting Analyst

Tony Nguyen

Senior Fixed Income Trader
CMFC®

Dave Nicholson

Compliance Officer

Richard Parra

Data Analyst

Vincent Reyes

Director of Trading Operations
CMFC®

Eric Rosen

Chief Compliance Officer

Erik Soderberg

Senior Trader

Guillermo Torolira

Senior Accountant

Mike Van Kleeck

Senior Compliance Officer
CFP®, AIF®, CSCP®

Ronald Reyes

Senior Trader
CMT®, CMFC®

Toan Nguyen

Developer

Jessica Cherness

Registered Associate
CFP®

Joseph Fusaro, Jr.

Director of Operations

Jason Hart

Operations Manager

Joyce Mizuhata

Client Services Manager

Sabina Pinsky

Marketing and Client Services

Liselotte Richards

Compliance & Operations Specialist

Suzanne Bottoms

Practice Manager
AIF®

Gabriella Cajina

Client Services Specialist

Natalie Rodgers

Client Service Manager

Zulpikar Iskander

Registered Associate

Stephanie Perkins

Client Service Manager
AIF®

Stephanie Mills

Client Services Manager

Paula Hart

Client Services Associate

Katie O’Neill

Client Service Administrator

Rachel Otto

Client Services Associate

Arvette Reid

Marketing & Outreach Director

Vidya Manickavasagar

Client Services Specialist

Christina Tunison

Registered Associate

Elizabeth H. Sharp

Registered Associate
CFP®

Ashley Even

Marketing Coordinator

Grant Colin

Client Service Associate

Sara Hendrix

Client Service Manager

Michaela Hurtienne

Client Service Associate

Michael Lawrence

Registered Associate

Ellen Baldecchi

Operations Associate

Dana Aude

Registered Associate

Vannara Murphy

Office Manager