We Believe in the Value of Teams

Douglas M. Hatcher

CPA, CFP®

Principal and Practice Leader, Wealth Management

Robert Elzholz

CFP®, CRPC®, AIF®, AAMS®

Principal, Wealth Management

James R. Karberg

CFP®

Principal, Wealth Management

Dorine Sanchez

CFP®, AIF®

Principal, Wealth Management

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.

Jude V. Gleason

MBA, CFP®, AIF®

CIO & Senior Wealth Advisor

Jennifer Storey

CFP®

Senior Wealth Advisor

Scott Birmingham

CFP®, CDFA®, ChFC®, CLU®, CAP®

Financial Planning Manager

Erin Dunagan Hiner

 

CPA, MBA

Wealth Advisor

Roman Sandoval

 

Wealth Advisor

Kristian Valdez

 

Client Associate

Seth Sas

 

Client Associate

Jessica Salazar

 

Operations Manager

Yesenia Fernandez

 

Client Service Specialist

Jessika Kevoian

 

Client Service Specialist

Misty Vaught

 

Client Service Associate