Meet the Team
OUR 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 Services 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.
KAITLYNN BURNETT
Communications Coordinator
ALEX CASTANEDA, CFP®
Associate Advisor
RACHEL CLAWSON, CFP®
Associate Advisor
RAPHAEL
DE OCAMPO
Client Service Associate
MARISOL FUNG, CIMA®
Director of Portfolio Management
PASANG GURUNG
Client Service Associate
SHALONDA KNOX-SHELTON, MACC
Director of Finance
ALEX KRIDER, MBA, CFP®, EA
Lead Advisor
JP OSSEWARD, CFA, CFP®, FRM, CAIA
Chief Operating Officer | Partner
AJAY PATEL
Data Analytics Coordinator
LARS PHILLIPS, CFA, CFP®
Lead Advisor | Partner
JASON RIZK, CFP®
Associate Advisor
ANGELA SORENSEN, MBA, CFP®
Lead Advisor
AAREN STRAND, CFP®
Lead Advisor |
Director of Financial Planning
CHRISTINA SYLVESTER
Director of Marketing
DAVE WELTY, CFP®
Managing Director
NICHOLAS WRIGHT, CFA, CFP®
Lead Advisor | Partner
STEPHEN ZELLER
Portfolio Implementation Specialist
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®
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.