Org chart
Simon Baker
Chief Executive Officer
Simon Baker
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Tom Ngo
President & Partner
Jerry Luff
Chief Operating Officer & Partner
Doug Couden
Chief Investment Officer & Partner
Scott Stephens
Wealth Advisor & Partner
Bill Connor
Wealth Advisor & Partner
Tanya Welch
Wealth Advisor & Partner
Josh Young
Wealth Advisor & Managing Director
Amy Hepburn
Head of Impact & Philanthropy
Michael Dunn
Director of Wealth Solutions
Christin Kim Pienkny
Director of Marketing
Matt Munro
Wealth Advisor & Director
Michael Tideman
Wealth Advisor & Director
Sheila Rabaut
Wealth Advisor & Director
Jennifer Leong
Wealth Advisor & Director
Geoff Erwin
Wealth Advisor & Director
Simon Mayali
Estate Planning Director
Daniel Cassell
Portfolio Manager
Maurissa Thomas
Senior Client Service Associate
Jacob Quiroz
Senior Wealth Associate
Elena Panco
Senior Wealth Associate
Julia Joyce Bialek
Senior Wealth Associate
Sylvia Xu
Wealth Associate
Melissa Montgomery
West Group Real Estate Consultant
John Montgomery
West Group Real Estate Consultant
Kris Krauszer
Wealth Advisor, Director
Glen Rives
Wealth Advisor & Director
