Our advisors

Raymond Farah

ChFC®

Client Support Associate

Experienced Client Support Associate
Learn more about Raymond Farah

Braden McIlvain

CRPC

Client Support Associate

Experienced Client Support Associate
Learn more about Braden McIlvain

Chinmay Sahu

Client Support Associate

Experienced Client Support Associate
Learn more about Chinmay Sahu

Garrett O'Neill

CRPC

Client Relationship Manager

Retirement Specialist
Learn more about Garrett O'Neill

Gavin Arntzen

Client Support Associate

Learn more about Gavin Arntzen

Hector Millan-Alvarado

BFA, CRPC

Manager AAC

Learn more about Hector Millan-Alvarado

Jared Jacob

CRPC, APMA

Client Relationship Manager

Learn more about Jared Jacob

Joy Genung

CRPC

Client Relationship Manager

Family Finances Specialist
Learn more about Joy Genung

Lucas Ratanawong

CRPC

Client Support Associate

Lead Client Support Associate
Learn more about Lucas Ratanawong

Noah Tesch

BFA

Client Relationship Manager

Learn more about Noah Tesch

Sageet Becker

Client Support Associate

Learn more about Sageet Becker


Our team

Adesh Kumar

Adesh Kumar

Client Service Coordinator