Cfp® Jennifer Li Ea, Cap®, Cexp™

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Christopher Toumajian

Chief Financial Officer

Adam N. Phillips Cfa, Caia, Cfp®

Managing Director, Investments

® Eric Swanson

Vice President Certified Financial Planner®

Rebeca Diaz

Tax Manager

Cfp® Linda Ginder Ea, Cdfa®

Manager Financial Planning

Cfp® Mike Ramirez Ccfc

Manager Financial Planning

Scott Sayre

Financial Planning Manager

Cfp® Jaymz McStowe

Senior Financial Planner

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