Meet Your Team
Your Team
We are proud to have fostered a culture that values teamwork, collaboration, and integrity.
Each of our clients is supported by a three-person advisory team, including a Lead Advisor, Associate Advisor and Client Service Associate. To us – credentials matter! It’s our commitment to our clients and to the profession. Our team is comprised of financial professionals who have earned their CFA and CFP designations.
We are focused on building deep and lasting relationships, and as Fee-Only Fiduciaries, we want you to be confident that we always operate with your best interest in mind.
Join Our Team
We are looking for an Office Manager to join our team.
You can view the full job description here. If this role sounds like you – click below to apply directly on LinkedIn. We look forward to meeting you!
KAITLYNN BURNETT, FPQP®
Client Service Associate
ALEX CASTANEDA, CFP®
Lead Advisor
RACHEL CLAWSON, CFP®
Associate Advisor
RAPHAEL
DE OCAMPO, CFP®
Client Service Associate
MARISOL FUNG, CIMA®
Director of Portfolio Management
COURTNEY GEHRMANN, CFP®
Associate Advisor
SALONI GUPTA, CFP®
Lead Advisor
PASANG GURUNG,
FPQP®, MSc
Client Service Associate
LISA HARPER
Senior Client Service Associate
ALEX KRIDER, CFP®, EA, MBA
Lead Advisor
JP OSSEWARD, CFA, CFP®, FRM, CAIA
Chief Operating Officer | Partner
LARS PHILLIPS, CFA, CFP®
Lead Advisor | Partner
TIFFANY SHAFER
Director of Client Service
ANGELA SORENSEN, CFP®, ECA, MBA
Lead Advisor
TIFF STONER, CFP®
Lead Advisor
AAREN STRAND, CFP®
Lead Advisor |
Director of Financial Planning | Partner
CHRISTINA SYLVESTER
Director of Marketing
SAMANTHA TORRES, CFP®, CLU®
Associate Advisor
KATELYNN TOTH, CFP®
Associate Advisor
DAVE WELTY, CFP®
Managing Partner
NICK WRIGHT, CFA, CFP®
Lead Advisor | Partner
MEET US ON YOUTUBE
This channel is all about education! You will find helpful videos developed for MICROSOFT, AMAZON, INTEL, and other professionals in the tech industry.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association®
Certified Investment Management Analyst® (CIMA®) is a professional designation issued by the Investments and Wealth Institute
Financial Risk Manager (FRM) is a professional designation issued by the Global Association of Risk Professionals (GARP)
The Equity Compensation Associate (ECA) designation is issued by the Certified Equity Professional Institute (CEPI) at Santa Clara University
READY TO GET STARTED?
Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.