San Rafael Office
Our San Rafael Team
Bill Bockwoldt, MBA, CFP®, CEPA®
Managing Director, Bay Area Office Lead
Justin DeTray, CFP®
Managing Director
Amanda Fox, MBA, CFP®
Senior Vice President
Greg Friedman, MS
Senior Strategic Advisor
Tiereny Henderson, CFP®
Assistant Vice President
Stephen Kepler, CFP®, CDFA®
Vice President
M. Zach Mangels, MSFP, CFP®
Senior Vice President
Chip Pyfer, JD, CFP®, CIMA®, CPWA®
Managing Director
Tim Talbott, MA, CFP®
Assistant Vice President
John Thiel, MBA, CFP®
Vice President
Sarah Wotherspoon, MS, CFP®, CDFA®
Managing Director
Karolina Chernyak, FPQP®, AAMS®
Assistant Vice President, Client Service Manager
Sergei Perepechenov
Advisor Associate
Mike Sbrocco
Managing Director, Region Leader