Advisors & Associate Advisors

Jeff Zuanich

Advisor
CFP®, CFA®

Bill Collopy

Advisor
MBA, CMFC®, AIF®

Joe Dawkins

Advisor
CFP®, AIF®

Glenn McGregor

Advisor
CFP®, AIF®

Robert Papa

Advisor
CFP®, RICP®, AIF®

Brian Schiazzano

Advisor
AAMS®

Kyle Demshki

Advisor
CFP®

Jessica Cherness

Advisor
CFP®, AIF®

Cole Brownell

Advisor
CFA®, CFP®

Eric Hirsch

Advisor
CFP®

John Williams

Advisor

Calvin Tseng

Associate Advisor
CFP®, EA

Gabriella Cajina Schafer

Associate Advisor
CFP®, AIF®

Levene LeBlanc-McLean

Associate Advisor
AIF®

Kyle Steckler

Associate Advisor
MSBA, CFP®, EA

Faye Lawrence

Associate Advisor
CFP®

Josh Woodard

Associate Advisor
CFA®

Michaela Hurtienne

Associate Advisor
CFP®

Sara Hendrix

Associate Advisor
CFP®

Rivers Rodriguez

Associate Advisor

Christine Sol

Investment Strategist

Christine Matthew

Advisor

Kyle McPherson

Associate Advisor

Lisa Windsor

Advisor
CFP®

Luke Hayes

Associate Advisor

Drew Kubicki

Associate Advisor
AAMS®


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