Jennifer Giemza, CFP®
Senior Vice President
Jenny serves as an Advisor and is based in the...
Angela Giombetti
SVP, Head of Marketing
Angela oversees the firm’s marketing efforts and is focused on...
Catherine Gomez
Client Service Associate
Catherine serves as a Client Service Associate in the firm’s...
Dillon Gorham
Advisor Associate
As an Advisor Associate, Dillon works closely with advisors to...
Eran Goudes, CFA®, CFP®
Senior Vice President
Eran Goudes joined the firm in 2018 and has more...
Lisa Graham, CFP®
Assistant Vice President
Lisa joined the Seattle team as an Assistant Vice President...
Rachel L. Greene, FPQP™
Senior Client Service Associate
Rachel joined the firm in 2016 and is a Senior...
Wes Gretkowski
Senior Associate, Client Operations
Wes serves as a Senior Client Operations Associate in the...
James M. Griesser, CFP®, AIF®
Managing Director
Jim joined the firm as a Managing Director and Advisor...
Kirstin Griffin, AIF®, FPQP™, CRPC®
Vice President
Kirstin joined predecessor firm Sage Financial Advisors in 2003 as...
Julie Grove
Assistant Vice President, Client Service
Julie joined the team through the acquisition of ACG Wealth...
Rob Gryboski
Vice President
Rob joined the team in 2022 with three decades of...
Rachel Haberman
Senior Advisor Associate
Rachel joined the firm in June 2015. As a Senior...
Annie Hall
Client Service Associate
Annie is a Client Service Associate in the firm’s Potomac,...
Casey Hardy
Assistant Vice President
Casey serves as an Assistant Vice President and Advisor in...
Gail Harris, CFP®, CIMA®, CExP™
Senior Vice President
Gail serves as an advisor, working with clients to develop,...
