We Believe in the Value of Teams

Christine Papelian

 

CFP®, CWS®, CDFA®, EA

Senior Financial Planning Manager

Daniel Yu

 

CFA, CFP®, AIF®

Senior Wealth Advisor and Economic Strategist

Dorine Sanchez

 

CFP®, AIF®

Senior Portfolio Manager, Director of Operations

Knowing how you’ll plan your financial future is extremely important. From developing a plan for achieving your goals to setting up ongoing management and administration of your portfolio, we offer a full range of services from financial advisors who are up-to-date on market strategies, policies and regulations, and trust & estate matters. Our services are delivered with professionalism and adherence to the highest ethical standards.

Erin Dunagan Hiner

 

CPA, MBA

Wealth Advisor

Jessica Salazar

 

Client Service Associate

Jude V. Gleason

 

MBA, CFP®, AIF®

Senior Wealth Advisor

Kristian Valdez

 

Client Associate

Lili Molina

 

Tax & Wealth Specialist

Michael D. Chelius

 

CPA/PFS

Principal, Wealth Management

Paul Madrid

 

CFA, CFP®, AIFA®

Principal and Wealth Management Practice Leader

Rita James

 

CPA, NSSA®

Tax & Wealth Associate

Robert Elzholz

 

CFP®, CRPC®, AIF®, AAMS®

Principal, Wealth Management

Robert Papelian

 

CFA, CMT, CFP®

Chief Investment Officer

Roman Sandoval

 

Wealth Advisor

Ross Nettles

 

CPA/PFS, CFP®, MBA, AIF®

Senior Tax & Investment Manager

Yesenia Fernandez

 

Client Service Specialist