Rob Francais

Chief Executive Officer

Sam Lee

Director, Investment Advisory, Principal

Ginny King

Wealth Manager

Melissa Punim

Director - Strategic Planning, Partner

Michael Wu

Director - Investment Advisory, Partner

Chris Kazmer

Manager - Wealth Management

Rachel H.

Senior Manager - Finance

Michael Tai

Director - Tax Services

Erik Galstyan

Senior Tax Associate

Peter Correia

Director, Accounting And Banking, Partner

Summer Hammons

Chief People Officer

Jill Schroer

Manager - Human Resources

Alec Manoukian

Chief Technology Officer

Al Murillo

Information Technology Manager

Rachel Lee

Director - Strategic Planning, Partner

Andrea Boyn

Research Analyst