Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Mark P Tolan

CFP®, CLTC®

Private Wealth Advisor

Chief Executive Officer of Confluence Wealth Management Group
Learn more about Mark P Tolan Visit Mark P Tolan's website

Ryan Tolan

CFP®, CLTC®

Financial Advisor

President of Confluence Wealth Management Group
Learn more about Ryan Tolan Visit Ryan Tolan's website

Lori Hoopingarner

CRPC, APMA

Financial Advisor

Managing Director of Confluence Wealth Management Group
Learn more about Lori Hoopingarner Visit Lori Hoopingarner's website

Jim Warren

CFP®, RICP®, APMA

Financial Advisor

Managing Director of Confluence Wealth Management Group
Learn more about Jim Warren Visit Jim Warren's website

Duvan Chiang

APMA

Financial Advisor

Business Financial Advisor
Learn more about Duvan Chiang Visit Duvan Chiang's website

Mike Linzay

CLTC®, CEPA®

Financial Advisor

Learn more about Mike Linzay Visit Mike Linzay's website

Sylvia Yan

CFP®

Financial Advisor

Learn more about Sylvia Yan Visit Sylvia Yan's website

Judy Kim

CFP®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Judy Kim Visit Judy Kim's website

Russ Jacobs

AAMS

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALIST™
Learn more about Russ Jacobs Visit Russ Jacobs's website

Vivian Chang

MBA, APMA

Financial Advisor

Learn more about Vivian Chang Visit Vivian Chang's website

Cherie A Jones

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Cherie A Jones Visit Cherie A Jones's website

Steven D Curtis

CFP®

Financial Advisor

Learn more about Steven D Curtis Visit Steven D Curtis's website


Our team

Jonathan Han

Jonathan Han

Business Development Director,

Chief Operating Officer of Confluence Wealth Management Group
A. Sonia Avila

A. Sonia Avila

Operations Director,

Practice Manager

Qualifications

  • B.A., Business Economics, University of California Riverside, 1997
  • California Notary Public 2000-Present
  • Professional Interpretation and Translation Certification, University of California Riverside, 1999
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Stephanie H. Follis

Stephanie H. Follis

Practice Manager

Qualifications

  • B.A., Liberal Studies, University of La Verne, 1999
  • Multiple Subject Teaching Credential, University of La Verne, 2000
  • M.A., Education, University of La Verne, 2003
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Ivan Albarran

Ivan Albarran

Paraplanner,

Investment Specialist

Qualifications

  • Series 7, 2007
  • Series 66, 2007
  • SIE, 2018
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Ryan Le

Ryan Le

Financial Planning Specialist

Qualifications

  • B.S., Business Administration with Concentration in Finance, California State University Fullerton, 2021
  • Professional Certificate in Financial Planning, California State University Fullerton, 2021
  • QuickBooks Online Essential Training Certificate, LinkedIn Learning
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Tara Gilmour

Tara Gilmour

Executive Assistant

Camden Miller

Camden Miller

Paraplanner,

Financial Planning Specialist
Olivia Nunez

Olivia Nunez

Administrative Assistant

Isabellah Sharou

Marketing Specialist,

Administrative Assistant