We Believe in the Value of Teams

Douglas M. Hatcher

CPA, CFP®

Principal and Practice Leader, Wealth Management

James R. Karberg

CFP®

Principal, Wealth Management

Dorine Sanchez

CFP®, AIF®

Principal, Wealth Management

Jude V. Gleason

MBA, CFP®, AIF®

CIO & Senior Wealth Advisor

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.

Scott Birmingham

CFP®, CDFA®, ChFC®, CLU®, CAP®

Financial Planning Manager

Kalub Kovar

CPA

Tax Senior Manager

John Christopher Haynes

CPA

Tax Supervisor

Roman Sandoval

CFP®, AIF®

Senior Wealth Manager

Lucas Clark

 

Wealth Analyst

Kristian Valdez

 

Client Associate

Seth Sas

 

Client Associate

Jessica Salazar

 

Operations Manager

Isabela Garcia

 

Client Service Specialist

Jessika Kevoian

 

Client Service Specialist

Yesenia Fernandez

 

Client Service Specialist