Meet Our People

Meet Our People

Meet Our People

Adam Andelin

Partner

Stansfield Fries III, CFP®

Partner

Meet Our People

Gregory Henderson, CFP®

Partner

Meet Our People

Mike Lewis

Partner

Scott Lewis – Black and White 2

Scott Lewis, CFP®

Financial Advisor

Nate Leung

Financial Advisor

Meet Our People

Caryn Golden

Client Services Manager

Kyleigh Morse – Black and White

Kyleigh Morse

Administrative Assistant

Martin-Topacio-Black-and-White

Martin Topacio

Financial Associate

Hannah-Steege-Black-and-White

Hannah Steege

Financial Associate

Luke-Furtado-bio-pic

Luke Furtado

Financial Associate

Diego-Villegas-bio-pic

Diego Villegas

Project Manager