Jacqui Thompson, CFP®

Jacqui Thompson, CFP®

Jacqui Thompson, CFP®
Associate Wealth Planner

Ken Villalpando

Ken Villalpando

Ken Villalpando
IT Operations Manager

Naomi Walsh

Naomi Walsh

Naomi Walsh
Vice President
Information Systems

Dan Whitaker, CFP®

Dan Whitaker, CFP®

Dan Whitaker, CFP®
Administrative Services Project Manager