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OUR TEAM

Every member of our team is unified around one purpose: to help you attain your goals and secure your future. Our team is dedicated to working collaboratively, both internally and externally with your family’s advisory team. We like to view ourselves as the next generation of private wealth management, and we combine thoughtfulness with excellence, delivering institutional-caliber solutions designed to help grow and preserve your wealth.

Shaan Baren

Shaan Baren

Charlotte Berry

Charlotte Berry, CFP®

Elizabeth Berry

Elizabeth Berry

Eden Chang

Eden Chang, CFP®

Helen Chu

Helen Chu, CFA®, CFP®

Jenny Enlow

Jenny Enlow, CFP®

Josh Harlan

Josh Harlan

Alex Harris

Alex Harris

Gary Hirschfeld

Gary Hirschfeld

Greg Jankowski

Greg Jankowski, CFP®

Jennifer Kansco

Jennifer Kansco

Gordon Kao

Gordon Kao

Mike Lee

Mike Lee

Blaine Lourd

Blaine Lourd

Keith Mckenzie

Keith McKenzie

Palmer Murray

Palmer N. Murray

Rick Nott

Rick J. Nott, CFP®, CPWA®

Darren Reinig

Darren Reinig

Margoth Romero

Margoth Romero, CFP®

Ian Ruebel

Ian Ruebel

Stephanie Schaaf

Stephanie Schaaf, CFA, CFP®, CAIA

Annie Shieh

Annie Shieh

Peter Wright

Peter J. Wright

Jill Young

Jill R. Young

Delphi Coming Soon

Millicent Asuncion

Delphi Coming Soon

Viviana Didakhe

Delphi Coming Soon

Drew Morwood

Delphi Coming Soon

Kenneth Chavis IV, CFP®

Delphi Coming Soon

Christian Hutchins, CFP®, AIF®

Delphi Coming Soon

Diana Ketchum

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