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Form CRS Disclosures Client Login

Our People

Marc Austin, CFP®, CPA
Marc Austin, CFP®, CPA

Senior Vice President

Julie Back, CFP®
Julie Back, CFP®

Senior Vice President

Blake Barr, CFP®
Blake Barr, CFP®

Vice President

Laura Barry, CFP®, CeFT®
Laura Barry, CFP®, CeFT®

Managing Director

Yoni Berhane, CFP®
Yoni Berhane, CFP®

Senior Vice President

Eric Bernstein, CAIA®
Eric Bernstein, CAIA®

Managing Director, Advisor

Bill Bockwoldt, MBA, CFP®, CEPA®
Bill Bockwoldt, MBA, CFP®, CEPA®

Managing Director, Bay Area Office Lead

Maddy Bowles, CFP®
Maddy Bowles, CFP®

Vice President

Kevin Brady, CFP®
Kevin Brady, CFP®

Senior Vice President

Steve Branton, MSFP, CFP®, CPCC®
Steve Branton, MSFP, CFP®, CPCC®

Managing Director

Scott Brody
Scott Brody

Managing Director

Michael Bueti, CFP®
Michael Bueti, CFP®

Vice President

John Burns, J.D., CFP®
John Burns, J.D., CFP®

Assistant Vice President

Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®
Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®

Managing Director

Stephanie Carmel, CFP®, CDFA®, MBA
Stephanie Carmel, CFP®, CDFA®, MBA

Vice President

Christopher Castellano, CFP®, CPA
Christopher Castellano, CFP®, CPA

Managing Director