Andrea Pon
Andrea serves as Executive Assistant to Chief Strategy Officer Greg Friedman and is based in the San Rafael, CA office. ...
Mike Sbrocco
Based in our San Rafael office, Mike serves as a Senior Vice President and West Region Lead. He has over ...
Ryan Moore
Ryan is a Senior Advisor Associate based in our Bay Area offices, where he supports the advisor team in all ...
Sean Heyman
Sean is a Client Service Specialist based in the San Rafael office. He brings over four years of experience in ...
Kadeidra Honey-Brooks, J.D.
Kadeidra serves as Senior Vice President, Director of Wealth Strategy – Wealth and Tax Planning. She is a key member ...
Kristin Economou
Kristin is a Client Service Specialist based in the San Rafael office. A seasoned administrative professional, Kristin has spent over ...
Paul Sturm
Paul Sturm is Director of IT and is based in the San Rafael office. Paul is responsible for helping to ...
Amanda Fox, MBA, CFP®
Amanda Fox is a Vice President and Advisor in the San Rafael office. She believes a thoughtful advisor helps you ...
Tierney Henderson
Tierney Henderson is an Advisor Associate based in our San Francisco office, where she supports the advisor team in all ...
Diane Cauchois
Diane Cauchois is an Assistant Vice President on the Investments team based in the San Rafael office. She is a ...
Dave Scuitto
Dave Scuitto is a Senior Client Service Specialist based in the San Rafael office. Dave has served in the financial ...
Rudolph J. Cervetto III
Rudolph “Joe” Cervetto is an office coordinator based in the San Rafael office. Joe knows how to make a first ...
