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Our People

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

Managing Director, Bay Area Office Lead

Kevin Brady, CFP®
Kevin Brady, CFP®

Senior Vice President

Jennifer Giemza, CFP®, CEPA
Jennifer Giemza, CFP®, CEPA

Senior Vice President

Gail Harris, CFP®, CIMA®, CExP™
Gail Harris, CFP®, CIMA®, CExP™

Senior Vice President

Ashley Iddings, CIMA®, CPWA®
Ashley Iddings, CIMA®, CPWA®

Managing Director

Brian Loy, CFA®, CFP®
Brian Loy, CFA®, CFP®

Managing Director

Brian Sean McAuliffe
Brian Sean McAuliffe

Managing Director

Joshua Shoshan, CFP®, APMA™, CEPA
Joshua Shoshan, CFP®, APMA™, CEPA

Senior Vice President

Sandy Wiggins, CFP®, AIF®
Sandy Wiggins, CFP®, AIF®

Managing Director

Patrick Wren
Patrick Wren

Managing Director