Associates

 
  • Nancy Conrad

    Nancy Conrad

    Chief Operating Officer

  • Theresa Cross

    Theresa Cross

    Client Communications

  • Mindy Hedges

    Mindy Hedges

    Operations Specialist

  • Adele Iwasaki

    Adele Iwasaki

    Administrative Assistant

  • Anthony Marcelino

    Anthony Marcelino

    Financial Planning Associate

  • Shabina Rafiq

    Shabina Rafiq

    Financial Planning Associate

  • Bob Reina

    Bob Reina

    Insurance Specialist

  • Ankit Shah, CFP®

    Ankit Shah, CFP®

    Financial Planning Associate

  • Matthew Wong

    Matthew Wong

    IT Ambassador and Assistant