1. About Us
  2. /Our Team

Our Team

ADVISORS & REGISTERED ASSOCIATES

BEN_WONG
BENJAMIN W. WONG, CFP®, AIF®, MBA
MANAGING PRINCIPAL
CERTIFIED FINANCIAL PLANNER™
GRACE_NELSON
GRACE NELSON 
SENIOR FINANCIAL ADVISOR, PARTNER
Paul Nelson
PAUL NELSON, CFP®, MBA
SENIOR FINANCIAL ADVISOR, PARTNER
CERTIFIED FINANCIAL PLANNER™
Shabina Rafiq
SHABINA RAFIQ
DIRECTOR OF OPERATIONS
FINANCIAL PLANNING ASSOCIATE
Nancy Conrad
NANCY CONRAD
DIRECTOR OF OPERATIONS EMERITUS
FINANCIAL PLANNING ASSOCIATE
Shawn Sandoval
SHAWN SANDOVAL, CFP®
DIRECTOR OF BUSINESS DEVELOPMENT
CERTIFIED FINANCIAL PLANNER™
Anthony Marcelino
ANTHONY MARCELINO
INVESTMENT SERVICE SPECIALIST
FINANCIAL PLANNING ASSOCIATE
Ron Sanchez
RON SANCHEZ, CFP®, CDFA®, LUTCF
WEALTH ADVISOR, PARTNER
CERTIFIED FINANCIAL PLANNER™
anita-fong-chao
ANITA FONG-CHAO, CFP®, AIF®
FAMILY WEALTH MANAGEMENT ADVISOR
PARTNER
CERTIFIED FINANCIAL PLANNER™
DON_KAPLAN
DON KAPLAN, CPA
WEALTH ADVISOR, PARTNER
CERTIFIED PUBLIC ACCOUNTANT
Jon Beauchemin
JON BEAUCHEMIN
SENIOR WEALTH ADVISOR
ankit-shah-2
ANKIT SHAH, CFP®
SENIOR FINANCIAL ADVISOR
CERTIFIED FINANCIAL PLANNER™
JULIE-COBB-2
JULIE COBB
INVESTMENT SERVICE SPECIALIST
FINANCIAL PLANNING ASSOCIATE

 

 

ASSOCIATES

Adele Iwasaki
ADELE YEN
EXECUTIVE ADMINISTRATIVE ASSISTANT
Theresa Cross
THERESA CROSS
MARKETING COORDINATOR
CLIENT COMMUNICATIONS
Matt Wong
MATTHEW WONG
INFORMATION TECHNOLOGY AMBASSADOR
CLIENT SERVICE ASSOCIATE
Gayle Playdon
GAYLE PLAYDON
INVESTMENT SERVICE SPECIALIST
CLIENT SERVICE ASSOCIATE
Cheryl Mccullough
CHERYL MCCULLOUGH
CLIENT SERVICE ASSOCIATE
Slyvia Craig
SYLVIA CRAIG
CLIENT SERVICE ADMINISTRATOR
Mindy Hedges
MINDY HEDGES
OPERATIONS SPECIALIST
CLIENT SERVICE ASSOCIATE

 

 

AFFILIATED PARTNER
Confluence Financial Planning, LLC

Cynthia Meyers
CYNTHIA MEYERS, MBA, CFP®
MANAGING PRINCIPAL
CERTIFIED FINANCIAL PLANNER™
Dan Toman
DAN TOMAN, CFP®
LEAD INVESTMENT STRATEGIST
CERTIFIED FINANCIAL PLANNER™
Antonette Kistler
ANTONETTE KISTLER
EXECUTIVE ASSISTANT AND OFFICE MANAGER
Keith Muir
KEITH MUIR
SENIOR FINANCIAL PARAPLANNER
Melinda Banister
MELINDA BANISTER
CLIENT SERVICE SPECIALIST
Katherine Lee
KATHERINE LEE
PARAPLANNER

 

AFFILIATED PARTNER
Terra Blue Wealth Management

Maureen McGuire
MAUREEN MCGUIRE, CFP®, AIF®
MANAGING PRINCIPAL
Vanessa M. Jilot
VANESSA M. JILOT, CFP®, CRPC®
Candi Jones
CANDI JONES
PRACTICE MANAGEMENT CONSULTANT