Channing Olson
Channing Olson serves as Head of Integration and Project Management and is based in the Bay Area. In this role, ...
Stephen Kepler, CFP®, CDFA®
Stephen Kepler is a Vice President and Advisor in the San Francisco office. Stephen thrives when helping families secure their ...
M. Zach Mangels, MSFP, CFP®
Zach Mangels is a Senior Vice President and Financial Advisor based in the San Rafael office. Zach combines his passion ...
Sheila Schroeder
Sheila Schroeder is a business development consultant and heads business development for the West Coast region. Sheila believes that financial ...
Simi Dhall, CFP®
Simi brings 20 years of experience working with clients and wealth advisors to develop, execute, and maintain financial plans that ...
