Our advisors

Brian Darzev

CRPC, AWMA

Client Support Associate

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Brian Phillips

Client Support Associate

Lead Client Support Associate
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Chad Baca

CRPC

Client Relationship Manager

Retirement Specialist
Learn more about Chad Baca Visit Chad Baca's website

George Najm

CRPC

Client Support Associate

Learn more about George Najm Visit George Najm's website

Greg Dible

CRPC

Client Relationship Manager

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Ivo Malchov

CRPC

Client Relationship Manager

Experienced Client Support Associate
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Lauren Clark

Client Support Associate

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Lindsey Whitmore

Client Support Associate

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Manuel Cantella

CRPC

Client Support Associate

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Max Hellmann

CFP®, CRPC

Manager AAC

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Sammy Abebe

CRPC

Client Relationship Manager

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Sebastian Fray

Client Relationship Manager

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Shelby Telford

CRPC

Client Relationship Manager

Experienced Client Support Associate
Learn more about Shelby Telford