Meet the Team - Wealth Advisors

Rick Keller, CFP®

Chairman

John Hakopian

President

Neil Amor, CFA

Senior Managing Director

Jennifer Cagle, CFP®

Senior Managing Director

Ben Thornhill, CFP®

Senior Managing Director

Mark Arblaster, CFP®

Managing Director

Jeff Eisfelder, CFP®

Managing Director

Andrea Matolo, CFA

Managing Director

Paul Miller

Managing Director

Michelle Nguyen, CFP®

Managing Director

Jack Stemper, CFP®

Managing Director

Jonathan Endo

Managing Director

Stephen Wiechert, CFP®

Managing Director

Lindsey Hess, CFP®

Wealth Advisor

Joyce Lee, CFP®

Wealth Advisor

Joe Raszewski, CFP®

Wealth Advisor

Rachel Ribeiro, CFP®

Wealth Advisor

Ricardo Ribeiro, CFP®

Wealth Advisor

Yuhsin Wang, CPA, CFP®

Wealth Advisor

Adrian Geiser, CFP®, CTFA

Wealth Advisor

Ara Abajian, CFA

Wealth Advisor

Zane Keller, CFP®

Director of Strategic Initiatives

William Pierrepont

Associate Wealth Advisor

Cody Columna

Associate Wealth Advisor

Katya Nuce

Associate Wealth Advisor