Our Team

Aimee Calderon, CFP®

Financial Advisor, Partner

Russell Hall, CFP®, CPWA®

Director of Financial Planning, Partner

Clarissa Hartono, CFP®

Financial Advisor

Carl Lachman, MBA, CFP®

Vice President, Partner

David Little, CFA, CFP®

President, Partner

David MacLeod, CFA, CFP®

Chief Investment Officer, Partner

Travis McShane, CFA, CFP®

Financial Advisor, Partner

James Moore, CFP®

Financial Advisor, Partner

Amber Shrosbree, CFP®

Financial Advisor

Patricia Buchholtz

Chief Compliance Officer, Paraplanner, Partner

Maya Kridner

Paraplanner, Partner

Jennifer Murdock

Paraplanner