Katherine Russell, IACCP®

Katherine Russell, IACCP®

Katherine Russell, IACCP®
Senior Vice President
Private Family Office
Octavia Group

Sheri Sanders

Sheri Sanders

Sheri Sanders
Senior Client Relationship Associate and Office Administrator

Kayleen Shen

Kayleen Shen

Kayleen Shen
Investment Operations Associate

Jade Thomason

Jade Thomason

Jade Thomason
Vice President
Equity and Fixed Income Trading

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®
Vice President
Administrative Services