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Our People

Jared  Wolfe, CPA, CFP®
Jared Wolfe, CPA, CFP®

Assistant Vice President

Alyson  Woolbright, FPQP™
Alyson Woolbright, FPQP™

Senior Advisor Associate

Rick Worley
Rick Worley

Vice President, Senior Business Intelligence Analyst

Patrick Wren
Patrick Wren

Managing Director

Shawn Wyckoff
Shawn Wyckoff

Senior Associate, Resource Specialist

Matthew  Yakstis, CPA
Matthew Yakstis, CPA

Senior Vice President, Finance

Richard Yam, J.D.
Richard Yam, J.D.

Senior Wealth Strategist

Brian J. Yu
Brian J. Yu

Chief Compliance Officer

Michael Zeitler, CFA®
Michael Zeitler, CFA®

Assistant Vice President