We Believe in the Value of Teams

Douglas M. Hatcher

 

CPA, CFP®

Principal and Practice Leader, Wealth Management

Michael D. Chelius

 

CPA/PFS

Principal, Wealth Management

Robert Elzholz

 

CFP®, CRPC®, AIF®, AAMS®

Principal, Wealth Management

James R. Karberg

 

CFP®

Principal, Wealth Management

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, as well as trust & estate matters.

Dorine Sanchez

 

CFP®, AIF®

Senior Portfolio Manager, Director of Operations

Jude V. Gleason

 

MBA, CFP®, AIF®

Senior Wealth Advisor

Scott Birmingham

 

CFP®, CDFA®, ChFC®, CLU®, CAP®

Financial Planning Manager

Erin Dunagan Hiner

 

CPA, MBA

Wealth Advisor

Roman Sandoval

 

Wealth Advisor

Rita James

 

CPA, NSSA®

Tax & Wealth Associate

However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals. Our services are delivered with professionalism and adherence to the highest ethical standards.

Kristian Valdez

 

Client Associate

Seth Sas

 

Client Associate

Jessica Salazar

 

Client Service Associate

Yesenia Fernandez

 

Client Service Specialist