With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Jason Ledesma

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jason Ledesma Visit Jason Ledesma's website

Tristan Coudriet

CFP®, MBA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Tristan Coudriet Visit Tristan Coudriet's website


Our team

Mary Stang

Mary Stang

Paraplanner

Qualifications

  • Bachelor's degree in economics from Pacific Lutheran University

Roles & Responsibilities

  • Assists in financial planning, client service, and collaborates in investment strategies.
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Jessica Wilcox

Jessica Wilcox

Office Manager

Qualifications

  • Assisting clients since 2001

Roles & Responsibilities

  • Specializes in client service
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Angela Garcia

Angela Garcia

Administrative Assistant

Qualifications

  • Assisting clients since 2022

Roles & Responsibilities

  • Specializes in client service
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McKenna Ledesma

McKenna Ledesma

Administrative Assistant

Roles & Responsibilities

  • Special Projects
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Aaron Greer

Aaron Greer

Financial Planning Assistant

Qualifications

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