We Believe in the Value of Teams

Christine Papelian

 

CFP®, CWS®, CDFA®

Senior Financial Planning Manager

Jude V. Gleason

 

MBA, CFP®, AIF®

Senior Wealth Advisor

Reese Hinton

 

CFP®

Senior Wealth Advisor

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

Robert Papelian

 

CFA®, CMT, CFP®

Co-Chief Investment Officer and Senior Wealth Advisor

Kristian Valdez

 

Client Associate

Roman Sandoval

 

Senior Wealth Management Associate

Jessica Salazar

 

Operations Associate

Samantha Weiss

 

Executive Administrator

Bernadine Sanchez

 

AIF®

Operations Manager, Investment Analyst

Ross Nettles

 

CPA/PFS, CFP®, MBA, AIF®

Senior Tax & Investment Manager

Robert Elzholz

 

CFP®, CRPC®, AIF®, AAMS®

Principal

Dorine Sanchez

 

CFP®, AIF®

Senior Portfolio Manager, Director of Operations

David Cechanowicz

 

JD, MSFS, EA, CLU®, CHFC®

Senior Financial Planner

Daniel Yu

 

CFA®, CFP®, AIF®

Co-Chief Investment Officer and Senior Investment Manager

Paul Madrid

 

CFA®, CFP®, AIFA®

Principal, Wealth Management Practice Leader

Michael D. Chelius

 

CPA/PFS

Principal, Wealth Management 

Erin Dunagan Hiner

 

CPA, MBA

Wealth Advisor

Yesenia Fernandez

 

Operations Specialist